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 | $36,261 | $48,274-24.9% | $63,244-42.7% | $59,633-39.2% |
| Participation rate | 22.7% | 66.3%-43.6pp | 71.0%-48.3pp | 68.7%-45.9pp |
| Annual return | -3.82% | -240.79%+237.0pp | -70.31%+66.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,055 | $2,343-54.9% | $2,953-64.3% | $3,192-66.9% |
| Admin fee / account holder | $795 | $3,600-77.9% | $5,893-86.5% | $4,297-81.5% |