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 | $40,818 | $138,075-70.4% | $123,552-67.0% | $135,379-69.8% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -12.89% | 153.70%-166.6pp | 119.20%-132.1pp | 519.79%-532.7pp |
| Employer contribution / active EE | $1,046 | $5,152-79.7% | $4,628-77.4% | $4,779-78.1% |
| Participant deferral / active EE | $3,176 | $6,800-53.3% | $6,426-50.6% | $5,609-43.4% |
| Admin fee / account holder | $453 | $10,917-95.8% | $9,285-95.1% | $10,828-95.8% |