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 | $39,909 | $107,806-63.0% | $90,655-56.0% | $135,382-70.5% |
| Participation rate | 31.8% | 78.0%-46.2pp | 74.0%-42.2pp | 82.6%-50.8pp |
| Annual return | -10.07% | -0.90%-9.2pp | 1.89%-12.0pp | 519.77%-529.8pp |
| Employer contribution / active EE | $942 | $3,018-68.8% | $2,532-62.8% | $4,779-80.3% |
| Participant deferral / active EE | $2,039 | $3,872-47.4% | $3,425-40.5% | $5,609-63.7% |
| Admin fee / account holder | $462 | $5,931-92.2% | $4,994-90.7% | $10,829-95.7% |