Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,021 | $56,484-59.2% | $169,452-86.4% | $64,173-64.1% |
| Participation rate | 28.6% | 64.5%-36.0pp | 77.8%-49.2pp | 69.6%-41.0pp |
| Annual return | -9.11% | -1.55%-7.6pp | 1.83%-10.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $762 | $1,832-58.4% | $4,157-81.7% | $2,381-68.0% |
| Participant deferral / active EE | $1,738 | $3,448-49.6% | $5,277-67.1% | $3,470-49.9% |
| Admin fee / account holder | $3,748 | $4,174-10.2% | $9,110-58.9% | $4,887-23.3% |