Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,975 | $138,078-87.0% | $125,363-85.7% | $134,509-86.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.93% | 750.49%-771.4pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $3,775 | $5,245-28.0% | $4,815-21.6% | $4,741-20.4% |
| Participant deferral / active EE | $6,725 | $7,800-13.8% | $7,447-9.7% | $6,400+5.1% |
| Admin fee / account holder | $3,123 | $11,566-73.0% | $10,005-68.8% | $11,427-72.7% |