Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,166 | $72,388-65.2% | $111,392-77.4% | $64,173-60.8% |
| Participation rate | 45.2% | 70.5%-25.3pp | 78.9%-33.7pp | 69.6%-24.4pp |
| Annual return | -56.57% | -1.50%-55.1pp | -2.06%-54.5pp | 7.63%-64.2pp |
| Employer contribution / active EE | $2,299 | $3,000-23.3% | $4,328-46.9% | $2,381-3.4% |
| Participant deferral / active EE | $3,753 | $4,241-11.5% | $5,567-32.6% | $3,470+8.2% |
| Admin fee / account holder | $7,986 | $5,719+39.6% | $12,266-34.9% | $4,887+63.4% |