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 | $51,432 | $180,462-71.5% | $154,111-66.6% | $135,379-62.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -8.97% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.8pp |
| Employer contribution / active EE | $4,953 | $6,036-17.9% | $5,298-6.5% | $4,779+3.6% |
| Participant deferral / active EE | $5,000 | $5,806-13.9% | $5,081-1.6% | $5,609-10.9% |
| Admin fee / account holder | $470 | $16,145-97.1% | $13,411-96.5% | $10,828-95.7% |