Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $59,538 | $21,389+178.4% | - | $68,490-13.1% |
| Participation rate | 0.0% | 40.8%-40.8pp | - | 67.9%-67.9pp |
| Annual return | -34.25% | -15.84%-18.4pp | - | -7.85%-26.4pp |
| Employer contribution / active EE | $980 | $1,123-12.8% | - | $2,597-62.3% |
| Participant deferral / active EE | $1,385 | $1,547-10.5% | - | $4,028-65.6% |
| Admin fee / account holder | $1,924 | $2,251-14.5% | - | $5,403-64.4% |