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 | $32,361 | $138,102-76.6% | $125,381-74.2% | $134,532-75.9% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -22.57% | 750.73%-773.3pp | 572.31%-594.9pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,459 | $5,245-72.2% | $4,815-69.7% | $4,741-69.2% |
| Participant deferral / active EE | $2,870 | $7,801-63.2% | $7,448-61.5% | $6,401-55.2% |
| Admin fee / account holder | $2,266 | $11,568-80.4% | $10,007-77.4% | $11,429-80.2% |