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 | $57,221 | $92,766-38.3% | $82,763-30.9% | $134,545-57.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -33.98% | 946.97%-981.0pp | 702.45%-736.4pp | 418.37%-452.3pp |
| Employer contribution / active EE | $8,126 | $3,273+148.3% | $3,008+170.1% | $4,742+71.4% |
| Participant deferral / active EE | $19,388 | $4,802+303.7% | $4,395+341.1% | $6,401+202.9% |
| Admin fee / account holder | $369 | $5,978-93.8% | $5,325-93.1% | $11,431-96.8% |