Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,981 | $48,267-79.3% | $68,808-85.5% | $68,486-85.4% |
| Participation rate | 32.0% | 60.7%-28.7pp | 69.0%-37.0pp | 67.9%-35.9pp |
| Annual return | -21.63% | -12.70%-8.9pp | -6.37%-15.3pp | -7.85%-13.8pp |
| Employer contribution / active EE | $557 | $1,829-69.5% | $2,656-79.0% | $2,597-78.5% |
| Participant deferral / active EE | $1,847 | $2,867-35.6% | $3,942-53.1% | $4,028-54.1% |
| Admin fee / account holder | $918 | $4,362-79.0% | $4,936-81.4% | $5,404-83.0% |