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 | $53,555 | $52,519+2.0% | $155,789-65.6% | $59,633-10.2% |
| Participation rate | 20.8% | 61.7%-40.9pp | 76.1%-55.3pp | 68.7%-47.8pp |
| Annual return | -2.74% | 53.51%-56.3pp | 71.54%-74.3pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $395 | $1,589-75.1% | $3,839-89.7% | $2,203-82.1% |
| Participant deferral / active EE | $1,130 | $3,084-63.4% | $4,798-76.4% | $3,192-64.6% |
| Admin fee / account holder | $2,298 | $3,540-35.1% | $7,477-69.3% | $4,297-46.5% |