Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,065 | $64,719-50.5% | $112,249-71.4% | $68,486-53.2% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -20.07% | -11.40%-8.7pp | 27.48%-47.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,439 | $2,747-47.6% | $3,636-60.4% | $2,597-44.6% |
| Participant deferral / active EE | $4,029 | $3,565+13.0% | $4,729-14.8% | $4,0280% |
| Admin fee / account holder | $1,221 | $5,232-76.7% | $6,412-81.0% | $5,404-77.4% |