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 | $33,975 | $138,076-75.4% | $123,553-72.5% | $135,380-74.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -16.63% | 153.70%-170.3pp | 119.21%-135.8pp | 519.81%-536.4pp |
| Employer contribution / active EE | $4,997 | $5,152-3.0% | $4,628+8.0% | $4,779+4.6% |
| Participant deferral / active EE | $8,328 | $6,800+22.5% | $6,426+29.6% | $5,609+48.5% |
| Admin fee / account holder | $875 | $10,917-92.0% | $9,284-90.6% | $10,828-91.9% |