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 | $41,128 | $72,426-43.2% | $67,560-39.1% | $145,897-71.8% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.8pp | 80.3%-62.1pp |
| Annual return | -4.11% | 7226.78%-7230.9pp | 3533.50%-3537.6pp | 552.29%-556.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,318 | $4,785-51.6% | $4,004-42.1% | $6,689-65.3% |
| Admin fee / account holder | $6,512 | $5,514+18.1% | $3,994+63.0% | $13,390-51.4% |