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 | $50,836 | $42,396+19.9% | $67,313-24.5% | $56,289-9.7% |
| Participation rate | 46.8% | 61.0%-14.2pp | 69.1%-22.3pp | 69.9%-23.1pp |
| Annual return | -8.79% | -36.63%+27.8pp | -4.08%-4.7pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,526 | $1,414+7.9% | $2,566-40.5% | $2,111-27.7% |
| Participant deferral / active EE | $2,098 | $2,360-11.1% | $3,568-41.2% | $3,350-37.4% |
| Admin fee / account holder | $633 | $510+24.2% | $4,507-86.0% | $521+21.5% |