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 | $4,396 | $27,639-84.1% | $61,501-92.9% | $68,490-93.6% |
| Participation rate | 36.0% | 39.5%-3.5pp | 52.6%-16.6pp | 67.9%-31.9pp |
| Annual return | -26.87% | -13.19%-13.7pp | 339.04%-365.9pp | -7.85%-19.0pp |
| Employer contribution / active EE | $382 | $696-45.1% | $1,160-67.1% | $2,597-85.3% |
| Participant deferral / active EE | $702 | $1,264-44.4% | $2,125-66.9% | $4,028-82.6% |
| Admin fee / account holder | $456 | $2,012-77.3% | $2,132-78.6% | $5,403-91.6% |