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 | $16,108 | $75,962-78.8% | $154,108-89.5% | $64,173-74.9% |
| Participation rate | 57.1% | 70.4%-13.3pp | 83.0%-25.9pp | 69.6%-12.4pp |
| Annual return | -8.97% | 30.32%-39.3pp | 735.21%-744.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $965 | $3,350-71.2% | $5,298-81.8% | $2,381-59.5% |
| Participant deferral / active EE | $3,124 | $3,175-1.6% | $5,081-38.5% | $3,470-10.0% |
| Admin fee / account holder | $1,491 | $5,589-73.3% | $13,411-88.9% | $4,887-69.5% |