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 | $32,248 | $168,636-80.9% | $147,617-78.2% | $125,393-74.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -4.70% | 77.65%-82.3pp | 61.98%-66.7pp | 282.23%-286.9pp |
| Employer contribution / active EE | $5,830 | $6,252-6.8% | $5,565+4.8% | $4,866+19.8% |
| Participant deferral / active EE | $2,222 | $5,507-59.6% | $4,895-54.6% | $5,351-58.5% |
| Admin fee / account holder | $410 | $13,580-97.0% | $11,611-96.5% | $9,541-95.7% |