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 | $16,265 | $87,546-81.4% | $75,784-78.5% | $125,389-87.0% |
| Participation rate | 13.0% | 80.2%-67.1pp | 75.8%-62.8pp | 83.2%-70.1pp |
| Annual return | -10.40% | 13.49%-23.9pp | 9.68%-20.1pp | 282.24%-292.6pp |
| Employer contribution / active EE | $655 | $3,930-83.3% | $3,323-80.3% | $4,866-86.5% |
| Participant deferral / active EE | $1,121 | $4,230-73.5% | $3,652-69.3% | $5,352-79.0% |
| Admin fee / account holder | $3,780 | $6,503-41.9% | $5,300-28.7% | $9,541-60.4% |