Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,177 | $45,119-46.4% | $85,126-71.6% | $74,429-67.5% |
| Participation rate | 33.6% | 49.4%-15.7pp | 67.5%-33.9pp | 67.2%-33.6pp |
| Annual return | -3.62% | 26.28%-29.9pp | 66.63%-70.3pp | 1368.38%-1372.0pp |
| Employer contribution / active EE | $1,364 | $1,460-6.6% | $2,731-50.1% | $2,625-48.0% |
| Participant deferral / active EE | $2,985 | $2,738+9.0% | $4,523-34.0% | $4,348-31.4% |
| Admin fee / account holder | $6,159 | $2,214+178.2% | $6,1600% | $1,944+216.8% |