Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,690 | $93,346-35.0% | $71,796-15.5% | $273,972-77.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | -2.59% | 130.39%-133.0pp | 78.04%-80.6pp | 41.46%-44.0pp |
| Employer contribution / active EE | $648 | $2,733-76.3% | $1,924-66.3% | $4,869-86.7% |
| Participant deferral / active EE | $5,233 | $3,475+50.6% | $2,794+87.3% | $5,287-1.0% |
| Admin fee / account holder | $674 | $6,571-89.7% | $4,815-86.0% | $10,133-93.3% |