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 | $34,675 | $148,623-76.7% | $135,974-74.5% | $139,466-75.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | -23.81% | 79.30%-103.1pp | 68.30%-92.1pp | 373.66%-397.5pp |
| Employer contribution / active EE | $1,329 | $5,246-74.7% | $4,859-72.7% | $4,754-72.0% |
| Participant deferral / active EE | $6,238 | $8,103-23.0% | $7,760-19.6% | $6,712-7.1% |
| Admin fee / account holder | $109,045 | $12,406+779.0% | $10,767+912.8% | $11,409+855.8% |