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 | $9,743 | $90,691-89.3% | $76,119-87.2% | $145,884-93.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | -8.87% | 624.52%-633.4pp | 361.25%-370.1pp | 551.85%-560.7pp |
| Employer contribution / active EE | $1,378 | $3,329-58.6% | $2,693-48.8% | $4,662-70.4% |
| Participant deferral / active EE | $1,648 | $5,167-68.1% | $4,259-61.3% | $6,690-75.4% |
| Admin fee / account holder | $2,264 | $8,383-73.0% | $6,421-64.7% | $13,392-83.1% |