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 | $54,303 | $100,811-46.1% | $86,698-37.4% | $134,545-59.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -34.37% | 29.11%-63.5pp | 35.96%-70.3pp | 418.37%-452.7pp |
| Employer contribution / active EE | $7,583 | $3,490+117.3% | $2,837+167.3% | $4,742+59.9% |
| Participant deferral / active EE | $15,439 | $5,339+189.1% | $4,656+231.6% | $6,401+141.2% |
| Admin fee / account holder | $838 | $10,926-92.3% | $7,492-88.8% | $11,431-92.7% |