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 | $36,507 | $72,404-49.6% | $110,243-66.9% | $64,173-43.1% |
| Participation rate | 30.0% | 73.3%-43.3pp | 79.8%-49.8pp | 69.6%-39.6pp |
| Annual return | -21.82% | -6.29%-15.5pp | 314.76%-336.6pp | 7.63%-29.5pp |
| Employer contribution / active EE | $1,367 | $2,282-40.1% | $3,827-64.3% | $2,381-42.6% |
| Participant deferral / active EE | $2,592 | $3,469-25.3% | $4,672-44.5% | $3,470-25.3% |
| Admin fee / account holder | $999 | $5,664-82.4% | $8,548-88.3% | $4,887-79.6% |