Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,905 | $48,267-29.8% | $68,808-50.7% | $68,486-50.5% |
| Participation rate | 23.7% | 60.7%-37.0pp | 69.0%-45.3pp | 67.9%-44.2pp |
| Annual return | -20.19% | -12.70%-7.5pp | -6.37%-13.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $980 | $1,829-46.4% | $2,656-63.1% | $2,597-62.2% |
| Participant deferral / active EE | $1,991 | $2,867-30.6% | $3,942-49.5% | $4,028-50.6% |
| Admin fee / account holder | $1,657 | $4,362-62.0% | $4,936-66.4% | $5,404-69.3% |