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 | $50,653 | $77,817-34.9% | $123,553-59.0% | $64,173-21.1% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -10.08% | 12.49%-22.6pp | 119.21%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $3,438 | $3,014+14.1% | $4,628-25.7% | $2,381+44.4% |
| Participant deferral / active EE | $6,055 | $5,240+15.5% | $6,426-5.8% | $3,470+74.5% |
| Admin fee / account holder | $422 | $5,519-92.3% | $9,284-95.5% | $4,887-91.4% |