Sign up free to preview peer percentile detail
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 | $15,692 | $111,785-86.0% | $93,669-83.2% | $145,877-89.2% |
| Participation rate | 11.1% | 74.2%-63.1pp | 68.7%-57.6pp | 80.3%-69.2pp |
| Annual return | -6.22% | 203.79%-210.0pp | 133.59%-139.8pp | 551.28%-557.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,222 | $4,919-75.2% | $4,416-72.3% | $6,691-81.7% |
| Admin fee / account holder | $1,386 | $10,256-86.5% | $8,291-83.3% | $13,402-89.7% |