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 | $25,027 | $97,765-74.4% | $103,486-75.8% | $145,884-82.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | -1.66% | 25.44%-27.1pp | 23.93%-25.6pp | 551.85%-553.5pp |
| Employer contribution / active EE | $8,823 | $4,687+88.2% | $4,679+88.5% | $4,662+89.2% |
| Participant deferral / active EE | $9,114 | $6,606+38.0% | $6,628+37.5% | $6,690+36.2% |
| Admin fee / account holder | $3,253 | $12,505-74.0% | $9,354-65.2% | $13,392-75.7% |