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 | $26,873 | $82,630-67.5% | $64,105-58.1% | $125,389-78.6% |
| Participation rate | 64.3% | 75.9%-11.6pp | 68.2%-3.9pp | 83.2%-18.9pp |
| Annual return | -5.64% | 1489.72%-1495.4pp | 791.24%-796.9pp | 282.24%-287.9pp |
| Employer contribution / active EE | $5,699 | $2,671+113.3% | $1,820+213.1% | $4,866+17.1% |
| Participant deferral / active EE | $2,359 | $3,608-34.6% | $2,822-16.4% | $5,352-55.9% |
| Admin fee / account holder | $1,432 | $6,382-77.6% | $4,499-68.2% | $9,541-85.0% |