Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,459 | $127,387-62.7% | $115,038-58.7% | $125,389-62.2% |
| Participation rate | 60.9% | 84.2%-23.3pp | 81.4%-20.5pp | 83.2%-22.3pp |
| Annual return | -3.65% | 31.28%-34.9pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,203 | $6,423+58.8% | $6,026+69.3% | $5,352+90.6% |
| Admin fee / account holder | $5,870 | $9,516-38.3% | $8,175-28.2% | $9,541-38.5% |