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 | $16,530 | $80,812-79.5% | $160,784-89.7% | $82,448-80.0% |
| Participation rate | 59.3% | 66.2%-7.0pp | 77.0%-17.7pp | 68.1%-8.8pp |
| Annual return | 10.34% | 100.59%-90.3pp | 1803.92%-1793.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,526 | $4,335-18.7% | $6,293-44.0% | $4,139-14.8% |
| Admin fee / account holder | $2,429 | $7,695-68.4% | $9,717-75.0% | $7,234-66.4% |