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 | $31,394 | $82,678-62.0% | $125,391-75.0% | $68,490-54.2% |
| Participation rate | 60.3% | 75.1%-14.8pp | 82.4%-22.1pp | 67.9%-7.6pp |
| Annual return | -25.39% | -5.97%-19.4pp | 572.41%-597.8pp | -7.85%-17.5pp |
| Employer contribution / active EE | $977 | $3,382-71.1% | $4,816-79.7% | $2,597-62.4% |
| Participant deferral / active EE | $6,122 | $6,111+0.2% | $7,448-17.8% | $4,028+52.0% |
| Admin fee / account holder | $766 | $6,277-87.8% | $10,009-92.3% | $5,403-85.8% |