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 | $42,666 | $134,001-68.2% | $112,258-62.0% | $134,509-68.3% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -20.63% | 47.15%-67.8pp | 27.47%-48.1pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,438 | $4,039-64.4% | $3,636-60.5% | $4,741-69.7% |
| Participant deferral / active EE | $1,906 | $5,291-64.0% | $4,728-59.7% | $6,400-70.2% |
| Admin fee / account holder | $344 | $7,491-95.4% | $6,411-94.6% | $11,427-97.0% |