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 | $26,156 | $82,678-68.4% | $125,391-79.1% | $68,490-61.8% |
| Participation rate | 31.1% | 75.1%-44.0pp | 82.4%-51.3pp | 67.9%-36.8pp |
| Annual return | -20.36% | -5.97%-14.4pp | 572.41%-592.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,764 | $6,111-5.7% | $7,448-22.6% | $4,028+43.1% |
| Admin fee / account holder | $5,281 | $6,277-15.9% | $10,009-47.2% | $5,403-2.3% |