Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,115 | $167,353-75.4% | $143,797-71.4% | $134,545-69.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -20.54% | 0.48%-21.0pp | -0.04%-20.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $2,603 | $5,620-53.7% | $4,952-47.4% | $4,742-45.1% |
| Participant deferral / active EE | $9,929 | $6,447+54.0% | $5,638+76.1% | $6,401+55.1% |
| Admin fee / account holder | $1,120 | $18,096-93.8% | $14,679-92.4% | $11,431-90.2% |