Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $63,314 | $175,259-63.9% | $149,723-57.7% | $139,487-54.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -5.65% | 166.82%-172.5pp | 134.50%-140.1pp | 373.84%-379.5pp |
| Employer contribution / active EE | $2,803 | $5,478-48.8% | $4,821-41.9% | $4,755-41.0% |
| Participant deferral / active EE | $4,472 | $6,522-31.4% | $5,682-21.3% | $6,713-33.4% |
| Admin fee / account holder | $385 | $16,158-97.6% | $13,215-97.1% | $11,407-96.6% |