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 | $32,832 | $69,774-52.9% | $67,575-51.4% | $74,459-55.9% |
| Participation rate | 58.5% | 71.4%-12.9pp | 72.9%-14.4pp | 67.2%-8.7pp |
| Annual return | 10.07% | -40.53%+50.6pp | 3528.98%-3518.9pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $717 | $2,710-73.6% | $2,736-73.8% | $2,626-72.7% |
| Participant deferral / active EE | $1,928 | $3,636-47.0% | $4,003-51.8% | $4,350-55.7% |
| Admin fee / account holder | $6,009 | $890+575.4% | $3,993+50.5% | $1,945+209.0% |