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 | $117,469 | $59,186+98.5% | $76,766+53.0% | $56,287+108.7% |
| Participation rate | 42.7% | 75.2%-32.5pp | 77.0%-34.2pp | 69.9%-27.1pp |
| Annual return | -8.10% | 6.62%-14.7pp | 2.43%-10.5pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,037 | $1,759-41.0% | $2,485-58.3% | $2,111-50.9% |
| Participant deferral / active EE | $2,306 | $3,255-29.1% | $3,851-40.1% | $3,350-31.1% |
| Admin fee / account holder | $13,452 | $489+2650.4% | $6,675+101.5% | $521+2482.3% |