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 | $37,230 | $57,350-35.1% | $83,850-55.6% | $64,181-42.0% |
| Participation rate | 65.6% | 68.6%-3.0pp | 76.1%-10.5pp | 69.6%-3.9pp |
| Annual return | -8.71% | 11.38%-20.1pp | 850.92%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,775 | $2,545-30.3% | $3,631-51.1% | $2,381-25.4% |
| Participant deferral / active EE | $4,018 | $2,993+34.3% | $4,082-1.6% | $3,470+15.8% |
| Admin fee / account holder | $425 | $4,046-89.5% | $5,478-92.2% | $4,887-91.3% |