Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,247 | $138,072-58.5% | $123,549-53.7% | $135,382-57.7% |
| Participation rate | 42.1% | 84.7%-42.6pp | 82.3%-40.2pp | 82.6%-40.5pp |
| Annual return | -11.08% | 153.69%-164.8pp | 119.20%-130.3pp | 519.77%-530.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,632 | $6,799-2.5% | $6,426+3.2% | $5,609+18.2% |
| Admin fee / account holder | $2,446 | $10,917-77.6% | $9,284-73.7% | $10,829-77.4% |