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 | $26,729 | $97,732-72.7% | $83,831-68.1% | $135,380-80.3% |
| Participation rate | 69.6% | 80.0%-10.4pp | 76.1%-6.6pp | 82.6%-13.1pp |
| Annual return | -12.51% | 1287.56%-1300.1pp | 850.99%-863.5pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,615 | $4,222-61.7% | $3,631-55.5% | $4,779-66.2% |
| Participant deferral / active EE | $3,474 | $4,683-25.8% | $4,082-14.9% | $5,609-38.1% |
| Admin fee / account holder | $856 | $6,675-87.2% | $5,479-84.4% | $10,828-92.1% |