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 | $72,488 | $42,910+68.9% | $60,919+19.0% | $68,490+5.8% |
| Participation rate | 32.7% | 66.8%-34.1pp | 73.1%-40.4pp | 67.9%-35.2pp |
| Annual return | -21.54% | -13.99%-7.5pp | 16.96%-38.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,155 | $2,866-59.7% | $3,814-69.7% | $4,028-71.3% |
| Admin fee / account holder | $16,396 | $3,104+428.1% | $3,228+408.0% | $5,403+203.5% |