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 | $18,412 | $97,761-81.2% | $83,850-78.0% | $135,382-86.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -13.47% | 1287.44%-1300.9pp | 850.92%-864.4pp | 519.77%-533.2pp |
| Employer contribution / active EE | $828 | $4,222-80.4% | $3,631-77.2% | $4,779-82.7% |
| Participant deferral / active EE | $2,310 | $4,682-50.7% | $4,082-43.4% | $5,609-58.8% |
| Admin fee / account holder | $330 | $6,674-95.1% | $5,478-94.0% | $10,829-96.9% |