Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,091 | $114,093-78.9% | $96,171-74.9% | $167,536-85.6% |
| Participation rate | 41.2% | 75.1%-33.9pp | 68.4%-27.3pp | 82.1%-40.9pp |
| Annual return | -2.44% | 190.00%-192.4pp | 192.04%-194.5pp | 478.82%-481.3pp |
| Employer contribution / active EE | $557 | $3,429-83.7% | $2,799-80.1% | $4,839-88.5% |
| Participant deferral / active EE | $1,579 | $5,197-69.6% | $4,350-63.7% | $6,342-75.1% |
| Admin fee / account holder | $2,735 | $6,899-60.4% | $5,538-50.6% | $12,315-77.8% |