Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,803 | $77,817-72.0% | $123,553-82.4% | $64,173-66.0% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -12.24% | 12.49%-24.7pp | 119.21%-131.4pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,941 | $3,014-35.6% | $4,628-58.1% | $2,381-18.5% |
| Participant deferral / active EE | $3,953 | $5,240-24.6% | $6,426-38.5% | $3,470+13.9% |
| Admin fee / account holder | $433 | $5,519-92.1% | $9,284-95.3% | $4,887-91.1% |