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 | $19,492 | $82,678-76.4% | $125,391-84.5% | $68,490-71.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -21.85% | -5.97%-15.9pp | 572.41%-594.3pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,950 | $3,382-42.3% | $4,816-59.5% | $2,597-24.9% |
| Participant deferral / active EE | $3,162 | $6,111-48.3% | $7,448-57.5% | $4,028-21.5% |
| Admin fee / account holder | $1,582 | $6,277-74.8% | $10,009-84.2% | $5,403-70.7% |