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 | $89,830 | $102,595-12.4% | $94,057-4.5% | $154,746-41.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | -17.59% | 583.42%-601.0pp | 480.62%-498.2pp | 172.34%-189.9pp |
| Employer contribution / active EE | $7,163 | $3,147+127.6% | $2,933+144.2% | $4,379+63.6% |
| Participant deferral / active EE | $7,163 | $5,118+40.0% | $4,709+52.1% | $6,730+6.4% |
| Admin fee / account holder | $22,014 | $7,736+184.6% | $7,244+203.9% | $14,365+53.2% |