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 | $26,125 | $77,816-66.4% | $123,552-78.9% | $64,173-59.3% |
| Participation rate | 63.2% | 74.7%-11.5pp | 82.3%-19.1pp | 69.6%-6.4pp |
| Annual return | -11.23% | 12.49%-23.7pp | 119.20%-130.4pp | 7.63%-18.9pp |
| Employer contribution / active EE | $1,835 | $3,014-39.1% | $4,628-60.3% | $2,381-22.9% |
| Participant deferral / active EE | $2,910 | $5,240-44.5% | $6,426-54.7% | $3,470-16.1% |
| Admin fee / account holder | $1,243 | $5,519-77.5% | $9,285-86.6% | $4,887-74.6% |