Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $95,216 | $84,464+12.7% | $61,399+55.1% | $134,509-29.2% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-54.0pp |
| Annual return | -26.06% | 585.06%-611.1pp | 338.81%-364.9pp | 418.13%-444.2pp |
| Employer contribution / active EE | $118 | $1,545-92.3% | $1,159-89.8% | $4,741-97.5% |
| Participant deferral / active EE | $2,891 | $2,818+2.6% | $2,124+36.1% | $6,400-54.8% |
| Admin fee / account holder | $497 | $2,587-80.8% | $2,131-76.7% | $11,427-95.7% |