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 | $33,885 | $64,719-47.6% | $112,249-69.8% | $68,486-50.5% |
| Participation rate | 63.0% | 67.2%-4.1pp | 75.1%-12.0pp | 67.9%-4.9pp |
| Annual return | -23.03% | -11.40%-11.6pp | 27.48%-50.5pp | -7.85%-15.2pp |
| Employer contribution / active EE | $734 | $2,747-73.3% | $3,636-79.8% | $2,597-71.7% |
| Participant deferral / active EE | $2,785 | $3,565-21.9% | $4,729-41.1% | $4,028-30.9% |
| Admin fee / account holder | $2,390 | $5,232-54.3% | $6,412-62.7% | $5,404-55.8% |