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 | $19,313 | $82,674-76.6% | $125,363-84.6% | $68,495-71.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 82.4%-49.0pp | 67.9%-34.6pp |
| Annual return | -20.93% | -5.97%-15.0pp | 572.15%-593.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $995 | $3,382-70.6% | $4,815-79.3% | $2,596-61.7% |
| Participant deferral / active EE | $2,999 | $6,111-50.9% | $7,447-59.7% | $4,028-25.5% |
| Admin fee / account holder | $1,164 | $6,276-81.5% | $10,005-88.4% | $5,403-78.5% |