Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,219 | $59,116-65.8% | $86,438-76.6% | $68,486-70.5% |
| Participation rate | 55.2% | 75.2%-20.1pp | 80.3%-25.2pp | 67.9%-12.7pp |
| Annual return | -19.41% | -0.23%-19.2pp | 4397.19%-4416.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,507 | $2,519-40.2% | $3,769-60.0% | $2,597-41.9% |
| Participant deferral / active EE | $4,410 | $5,902-25.3% | $6,952-36.6% | $4,028+9.5% |
| Admin fee / account holder | $528 | $5,639-90.6% | $6,733-92.2% | $5,404-90.2% |