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 | $51,225 | $65,704-22.0% | $94,229-45.6% | $59,633-14.1% |
| Participation rate | 36.4% | 72.1%-35.8pp | 78.8%-42.4pp | 68.7%-32.3pp |
| Annual return | -2.62% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,007 | $3,143-4.3% | $4,320-30.4% | $3,192-5.8% |
| Admin fee / account holder | $361 | $4,265-91.5% | $6,269-94.2% | $4,297-91.6% |