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 | $2,282 | $22,602-89.9% | $65,566-96.5% | $75,173-97.0% |
| Participation rate | 57.1% | 63.1%-5.9pp | 64.9%-7.8pp | 67.2%-10.1pp |
| Annual return | -14.92% | 71.13%-86.0pp | 47.40%-62.3pp | 160.72%-175.6pp |
| Employer contribution / active EE | $571 | $941-39.3% | $1,692-66.3% | $2,671-78.6% |
| Participant deferral / active EE | $1,751 | $1,695+3.3% | $2,832-38.2% | $4,126-57.6% |
| Admin fee / account holder | $584 | $1,877-68.9% | $4,114-85.8% | $5,651-89.7% |