Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $142,359 | $167,362-14.9% | $143,799-1.0% | $134,532+5.8% |
| Participation rate | 6.7% | 84.8%-78.2pp | 80.3%-73.6pp | 81.2%-74.6pp |
| Annual return | -57.26% | 0.47%-57.7pp | -0.04%-57.2pp | 418.27%-475.5pp |
| Employer contribution / active EE | $1,150 | $5,620-79.5% | $4,952-76.8% | $4,741-75.7% |
| Participant deferral / active EE | $4,571 | $6,447-29.1% | $5,638-18.9% | $6,401-28.6% |
| Admin fee / account holder | $4,544 | $18,094-74.9% | $14,677-69.0% | $11,429-60.2% |