Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,136 | $36,948-53.6% | $73,658-76.7% | $87,485-80.4% |
| Participation rate | 22.6% | 46.8%-24.2pp | 57.0%-34.5pp | 68.9%-46.4pp |
| Annual return | -10.35% | 28.64%-39.0pp | 29.72%-40.1pp | 26.06%-36.4pp |
| Employer contribution / active EE | $728 | $670+8.7% | $1,032-29.4% | $2,596-71.9% |
| Participant deferral / active EE | $1,777 | $1,379+28.8% | $2,062-13.8% | $4,274-58.4% |
| Admin fee / account holder | $1,137 | $2,531-55.1% | $3,357-66.1% | $7,775-85.4% |