Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,061 | $54,355-48.4% | $82,744-66.1% | $68,486-59.0% |
| Participation rate | 34.1% | 63.9%-29.8pp | 72.6%-38.5pp | 67.9%-33.8pp |
| Annual return | -21.69% | -13.67%-8.0pp | 702.22%-723.9pp | -7.85%-13.8pp |
| Employer contribution / active EE | $795 | $2,219-64.2% | $3,008-73.6% | $2,597-69.4% |
| Participant deferral / active EE | $2,498 | $3,246-23.0% | $4,395-43.1% | $4,028-38.0% |
| Admin fee / account holder | $443 | $4,397-89.9% | $5,325-91.7% | $5,404-91.8% |