Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,285 | $67,396-66.9% | $60,919-63.4% | $134,545-83.4% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.1%-32.2pp | 81.2%-40.3pp |
| Annual return | -22.31% | 50.12%-72.4pp | 16.96%-39.3pp | 418.37%-440.7pp |
| Employer contribution / active EE | $631 | $3,101-79.6% | $2,704-76.7% | $4,742-86.7% |
| Participant deferral / active EE | $5,155 | $4,534+13.7% | $3,814+35.1% | $6,401-19.5% |
| Admin fee / account holder | $3,606 | $4,590-21.4% | $3,228+11.7% | $11,431-68.4% |