Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,343 | $167,352-88.4% | $143,788-86.5% | $134,509-85.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -28.33% | 0.47%-28.8pp | -0.03%-28.3pp | 418.13%-446.5pp |
| Employer contribution / active EE | $6,963 | $5,620+23.9% | $4,952+40.6% | $4,741+46.9% |
| Participant deferral / active EE | $6,531 | $6,447+1.3% | $5,638+15.8% | $6,400+2.0% |
| Admin fee / account holder | $838 | $18,091-95.4% | $14,675-94.3% | $11,427-92.7% |