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 | $20,075 | $64,719-69.0% | $112,249-82.1% | $68,486-70.7% |
| Participation rate | 51.7% | 67.2%-15.5pp | 75.1%-23.4pp | 67.9%-16.2pp |
| Annual return | -21.52% | -11.40%-10.1pp | 27.48%-49.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,907 | $2,747-30.6% | $3,636-47.5% | $2,597-26.5% |
| Participant deferral / active EE | $2,733 | $3,565-23.3% | $4,729-42.2% | $4,028-32.1% |
| Admin fee / account holder | $947 | $5,232-81.9% | $6,412-85.2% | $5,404-82.5% |