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 | $19,455 | $56,484-65.6% | $169,452-88.5% | $64,173-69.7% |
| Participation rate | 61.8% | 64.5%-2.7pp | 77.8%-16.0pp | 69.6%-7.8pp |
| Annual return | -9.12% | -1.55%-7.6pp | 1.83%-11.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $899 | $1,832-50.9% | $4,157-78.4% | $2,381-62.2% |
| Participant deferral / active EE | $1,318 | $3,448-61.8% | $5,277-75.0% | $3,470-62.0% |
| Admin fee / account holder | $540 | $4,174-87.1% | $9,110-94.1% | $4,887-88.9% |