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 | $17,051 | $73,863-76.9% | $143,797-88.1% | $68,490-75.1% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -19.35% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $439 | $3,185-86.2% | $4,952-91.1% | $2,597-83.1% |
| Participant deferral / active EE | $2,378 | $3,385-29.7% | $5,638-57.8% | $4,028-41.0% |
| Admin fee / account holder | $382 | $5,756-93.4% | $14,679-97.4% | $5,403-92.9% |