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 | $72,286 | $53,596+34.9% | $90,657-20.3% | $64,173+12.6% |
| Participation rate | 51.5% | 64.5%-13.0pp | 74.0%-22.5pp | 69.6%-18.1pp |
| Annual return | -8.56% | 4.41%-13.0pp | 1.89%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,216 | $1,503+47.4% | $2,532-12.5% | $2,381-6.9% |
| Participant deferral / active EE | $6,910 | $2,459+181.1% | $3,424+101.8% | $3,470+99.2% |
| Admin fee / account holder | $1,683 | $3,868-56.5% | $4,994-66.3% | $4,887-65.6% |