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 | $76,354 | $91,537-16.6% | $130,045-41.3% | $75,173+1.6% |
| Participation rate | 34.1% | 71.5%-37.3pp | 78.5%-44.4pp | 67.2%-33.1pp |
| Annual return | 11.18% | -631.55%+642.7pp | -137.30%+148.5pp | 160.72%-149.5pp |
| Employer contribution / active EE | $1,411 | $2,845-50.4% | $4,321-67.3% | $2,671-47.2% |
| Participant deferral / active EE | $2,118 | $4,343-51.2% | $5,820-63.6% | $4,126-48.7% |
| Admin fee / account holder | $1,000 | $6,780-85.3% | $10,600-90.6% | $5,651-82.3% |