Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $103,440 | $152,591-32.2% | $117,529-12.0% | $134,545-23.1% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -25.87% | 53.04%-78.9pp | 29.77%-55.6pp | 418.37%-444.2pp |
| Employer contribution / active EE | $6,750 | $5,576+21.1% | $4,179+61.5% | $4,742+42.4% |
| Participant deferral / active EE | $1,111 | $4,821-77.0% | $4,072-72.7% | $6,401-82.6% |
| Admin fee / account holder | $897 | $7,004-87.2% | $5,645-84.1% | $11,431-92.2% |