Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,944 | $57,352-65.2% | $83,831-76.2% | $64,173-68.9% |
| Participation rate | 69.8% | 68.6%+1.2pp | 76.1%-6.3pp | 69.6%+0.2pp |
| Annual return | -10.61% | 11.38%-22.0pp | 850.99%-861.6pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,206 | $2,546-52.6% | $3,631-66.8% | $2,381-49.3% |
| Participant deferral / active EE | $2,078 | $2,993-30.6% | $4,082-49.1% | $3,470-40.1% |
| Admin fee / account holder | $343 | $4,046-91.5% | $5,479-93.7% | $4,887-93.0% |