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 | $63,652 | $84,685-24.8% | $73,836-13.8% | $125,389-49.2% |
| Participation rate | 11.8% | 76.8%-65.0pp | 73.4%-61.7pp | 83.2%-71.4pp |
| Annual return | -10.29% | 3123.80%-3134.1pp | 2268.06%-2278.3pp | 282.24%-292.5pp |
| Employer contribution / active EE | $1,552 | $3,123-50.3% | $2,787-44.3% | $4,866-68.1% |
| Participant deferral / active EE | $2,844 | $3,993-28.8% | $3,583-20.6% | $5,352-46.9% |
| Admin fee / account holder | $517 | $5,694-90.9% | $4,882-89.4% | $9,541-94.6% |