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 | $37,916 | $56,200-32.5% | $67,653-44.0% | $59,633-36.4% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | -3.29% | 18506.71%-18510.0pp | 6625.22%-6628.5pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $2,259 | $1,615+39.9% | $2,266-0.3% | $2,203+2.6% |
| Participant deferral / active EE | $1,673 | $2,843-41.2% | $3,560-53.0% | $3,192-47.6% |
| Admin fee / account holder | $14,134 | $3,959+257.0% | $4,821+193.2% | $4,297+228.9% |