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 | $52,148 | $97,729-46.6% | $83,830-37.8% | $135,379-61.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -11.24% | 1287.52%-1298.8pp | 850.97%-862.2pp | 519.79%-531.0pp |
| Employer contribution / active EE | $2,658 | $4,222-37.0% | $3,631-26.8% | $4,779-44.4% |
| Participant deferral / active EE | $7,650 | $4,683+63.4% | $4,082+87.4% | $5,609+36.4% |
| Admin fee / account holder | $1,412 | $6,674-78.8% | $5,479-74.2% | $10,828-87.0% |