Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,900 | $100,805-75.3% | $86,698-71.3% | $134,532-81.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -22.17% | 29.09%-51.3pp | 35.95%-58.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,293 | $3,490-34.3% | $2,837-19.2% | $4,741-51.6% |
| Participant deferral / active EE | $5,708 | $5,339+6.9% | $4,656+22.6% | $6,401-10.8% |
| Admin fee / account holder | $587 | $10,925-94.6% | $7,493-92.2% | $11,429-94.9% |