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 | $27,142 | $167,362-83.8% | $143,799-81.1% | $134,532-79.8% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -23.21% | 0.47%-23.7pp | -0.04%-23.2pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,679 | $5,620-70.1% | $4,952-66.1% | $4,741-64.6% |
| Participant deferral / active EE | $2,194 | $6,447-66.0% | $5,638-61.1% | $6,401-65.7% |
| Admin fee / account holder | $483 | $18,094-97.3% | $14,677-96.7% | $11,429-95.8% |