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 | $34,337 | $81,870-58.1% | $119,608-71.3% | $68,495-49.9% |
| Participation rate | 25.9% | 71.9%-46.0pp | 79.3%-53.3pp | 67.9%-42.0pp |
| Annual return | -19.94% | -23.82%+3.9pp | -14.98%-5.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,821 | $2,692-32.3% | $4,232-57.0% | $2,596-29.9% |
| Participant deferral / active EE | $1,887 | $4,148-54.5% | $5,601-66.3% | $4,028-53.2% |
| Admin fee / account holder | $541 | $6,583-91.8% | $10,326-94.8% | $5,403-90.0% |