Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,178 | $84,464-71.4% | $61,399-60.6% | $134,509-82.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -22.07% | 585.06%-607.1pp | 338.81%-360.9pp | 418.13%-440.2pp |
| Employer contribution / active EE | $1,637 | $1,545+6.0% | $1,159+41.2% | $4,741-65.5% |
| Participant deferral / active EE | $3,039 | $2,818+7.8% | $2,124+43.0% | $6,400-52.5% |
| Admin fee / account holder | $359 | $2,587-86.1% | $2,131-83.1% | $11,427-96.9% |