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 | $33,819 | $59,111-42.8% | $86,451-60.9% | $68,490-50.6% |
| Participation rate | 41.5% | 75.2%-33.7pp | 80.3%-38.8pp | 67.9%-26.4pp |
| Annual return | -20.38% | -0.22%-20.2pp | 4398.51%-4418.9pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,482 | $5,900+9.9% | $6,953-6.8% | $4,028+60.9% |
| Admin fee / account holder | $2,121 | $5,640-62.4% | $6,734-68.5% | $5,403-60.8% |