Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,214 | $29,733-92.6% | $56,025-96.0% | $80,959-97.3% |
| Participation rate | 36.6% | 41.7%-5.1pp | 52.5%-15.9pp | 67.7%-31.1pp |
| Annual return | -20.53% | 35.28%-55.8pp | 1712.69%-1733.2pp | 35.67%-56.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $516 | $1,229-58.0% | $1,955-73.6% | $4,300-88.0% |
| Admin fee / account holder | $582 | $2,434-76.1% | $2,828-79.4% | $6,925-91.6% |