Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,516 | $54,370-64.1% | $82,763-76.4% | $68,490-71.5% |
| Participation rate | 46.3% | 63.9%-17.6pp | 72.6%-26.2pp | 67.9%-21.6pp |
| Annual return | -19.60% | -13.67%-5.9pp | 702.45%-722.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $4,391 | $2,219+97.9% | $3,008+46.0% | $2,597+69.1% |
| Participant deferral / active EE | $1,157 | $3,247-64.4% | $4,395-73.7% | $4,028-71.3% |
| Admin fee / account holder | $384 | $4,398-91.3% | $5,325-92.8% | $5,403-92.9% |