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 | $64,687 | $113,941-43.2% | $94,229-31.4% | $125,389-48.4% |
| Participation rate | 45.8% | 82.9%-37.1pp | 78.8%-32.9pp | 83.2%-37.4pp |
| Annual return | -3.53% | 5.29%-8.8pp | 10.68%-14.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $2,840 | $4,727-39.9% | $3,587-20.8% | $4,866-41.6% |
| Participant deferral / active EE | $2,935 | $5,179-43.3% | $4,320-32.1% | $5,352-45.2% |
| Admin fee / account holder | $1,561 | $8,392-81.4% | $6,269-75.1% | $9,541-83.6% |