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 | $47,480 | $167,352-71.6% | $143,788-67.0% | $134,509-64.7% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -21.32% | 0.47%-21.8pp | -0.03%-21.3pp | 418.13%-439.5pp |
| Employer contribution / active EE | $4,926 | $5,620-12.4% | $4,952-0.5% | $4,741+3.9% |
| Participant deferral / active EE | $3,036 | $6,447-52.9% | $5,638-46.1% | $6,400-52.6% |
| Admin fee / account holder | $843 | $18,091-95.3% | $14,675-94.3% | $11,427-92.6% |