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 | $42,729 | $56,197-24.0% | $67,652-36.8% | $59,633-28.3% |
| Participation rate | 54.8% | 71.5%-16.6pp | 75.7%-20.8pp | 68.7%-13.8pp |
| Annual return | -3.06% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,970 | $2,844-30.7% | $3,560-44.6% | $3,192-38.3% |
| Admin fee / account holder | $1,070 | $3,958-73.0% | $4,821-77.8% | $4,297-75.1% |