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 | $12,520 | $67,396-81.4% | $60,919-79.4% | $134,545-90.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -21.33% | 50.12%-71.5pp | 16.96%-38.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,538 | $3,101-18.1% | $2,704-6.1% | $4,742-46.5% |
| Participant deferral / active EE | $2,555 | $4,534-43.7% | $3,814-33.0% | $6,401-60.1% |
| Admin fee / account holder | $1,093 | $4,590-76.2% | $3,228-66.1% | $11,431-90.4% |