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 | $17,015 | $111,785-84.8% | $93,669-81.8% | $145,877-88.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | -5.54% | 203.79%-209.3pp | 133.59%-139.1pp | 551.28%-556.8pp |
| Employer contribution / active EE | $1,603 | $3,096-48.2% | $2,424-33.9% | $4,663-65.6% |
| Participant deferral / active EE | $3,493 | $4,919-29.0% | $4,416-20.9% | $6,691-47.8% |
| Admin fee / account holder | $2,547 | $10,256-75.2% | $8,291-69.3% | $13,402-81.0% |