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 | $72,098 | $103,949-30.6% | $69,182+4.2% | $273,972-73.7% |
| Participation rate | 0.0% | 67.4%-67.4pp | 55.1%-55.1pp | 83.0%-83.0pp |
| Annual return | -2.15% | 35.28%-37.4pp | -21.93%+19.8pp | 41.46%-43.6pp |
| Employer contribution / active EE | $1,010 | $1,783-43.4% | $1,206-16.3% | $4,869-79.3% |
| Participant deferral / active EE | $12,249 | $2,716+350.9% | $1,897+545.7% | $5,287+131.7% |
| Admin fee / account holder | $570 | $3,671-84.5% | $2,697-78.9% | $10,133-94.4% |