Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,898 | $53,546+17.5% | $69,884-10.0% | $68,486-8.2% |
| Participation rate | 57.8% | 64.5%-6.7pp | 70.5%-12.7pp | 67.9%-10.1pp |
| Annual return | -25.72% | -13.87%-11.8pp | 190.81%-216.5pp | -7.85%-17.9pp |
| Employer contribution / active EE | $1,558 | $2,019-22.9% | $2,560-39.2% | $2,597-40.0% |
| Participant deferral / active EE | $3,144 | $2,957+6.3% | $3,848-18.3% | $4,028-21.9% |
| Admin fee / account holder | $2,293 | $4,693-51.1% | $6,266-63.4% | $5,404-57.6% |