Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,352 | $69,012-40.1% | $160,037-74.2% | $68,490-39.6% |
| Participation rate | 52.4% | 65.4%-13.0pp | 78.0%-25.6pp | 67.9%-15.5pp |
| Annual return | -22.99% | -9.65%-13.3pp | 408.95%-431.9pp | -7.85%-15.1pp |
| Employer contribution / active EE | $1,695 | $2,212-23.4% | $4,226-59.9% | $2,597-34.7% |
| Participant deferral / active EE | $2,943 | $4,212-30.1% | $6,184-52.4% | $4,028-26.9% |
| Admin fee / account holder | $12,763 | $4,798+166.0% | $8,716+46.4% | $5,403+136.2% |