Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,778 | $93,098-72.3% | $77,081-66.6% | $134,509-80.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -25.89% | 62.63%-88.5pp | 42.33%-68.2pp | 418.13%-444.0pp |
| Employer contribution / active EE | $1,513 | $3,419-55.7% | $2,813-46.2% | $4,741-68.1% |
| Participant deferral / active EE | $8,757 | $5,239+67.1% | $4,428+97.8% | $6,400+36.8% |
| Admin fee / account holder | $916 | $6,945-86.8% | $5,427-83.1% | $11,427-92.0% |