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 | $35,207 | $167,352-79.0% | $143,788-75.5% | $134,509-73.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.52% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,189 | $5,620-78.8% | $4,952-76.0% | $4,741-74.9% |
| Participant deferral / active EE | $4,446 | $6,447-31.0% | $5,638-21.1% | $6,400-30.5% |
| Admin fee / account holder | $492 | $18,091-97.3% | $14,675-96.6% | $11,427-95.7% |