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 | $32,585 | $54,239-39.9% | $70,098-53.5% | $68,495-52.4% |
| Participation rate | 57.7% | 64.5%-6.8pp | 70.5%-12.8pp | 67.9%-10.2pp |
| Annual return | -20.51% | -13.87%-6.6pp | 190.76%-211.3pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,354 | $2,019+16.6% | $2,560-8.1% | $2,596-9.3% |
| Participant deferral / active EE | $4,139 | $2,957+40.0% | $3,849+7.5% | $4,028+2.8% |
| Admin fee / account holder | $607 | $4,691-87.1% | $6,266-90.3% | $5,403-88.8% |