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 | $49,963 | $167,353-70.1% | $143,797-65.3% | $134,545-62.9% |
| Participation rate | 46.7% | 84.8%-38.2pp | 80.3%-33.7pp | 81.2%-34.6pp |
| Annual return | -20.97% | 0.48%-21.5pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $7,897 | $5,620+40.5% | $4,952+59.5% | $4,742+66.5% |
| Participant deferral / active EE | $5,839 | $6,447-9.4% | $5,638+3.6% | $6,401-8.8% |
| Admin fee / account holder | $920 | $18,096-94.9% | $14,679-93.7% | $11,431-91.9% |