Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,638 | $117,694-93.5% | $71,755-89.4% | $134,532-94.3% |
| Participation rate | 42.9% | 68.8%-26.0pp | 62.3%-19.5pp | 81.2%-38.4pp |
| Annual return | -28.95% | 25.33%-54.3pp | 9.09%-38.0pp | 418.27%-447.2pp |
| Employer contribution / active EE | $903 | $2,523-64.2% | $1,704-47.0% | $4,741-81.0% |
| Participant deferral / active EE | $1,811 | $3,753-51.8% | $2,656-31.8% | $6,401-71.7% |
| Admin fee / account holder | $785 | $6,374-87.7% | $3,972-80.2% | $11,429-93.1% |