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 | $67,406 | $69,118-2.5% | $53,647+25.6% | $138,895-51.5% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | -26.46% | 248.26%-274.7pp | 358.33%-384.8pp | 145.39%-171.9pp |
| Employer contribution / active EE | $1,333 | $1,189+12.1% | $962+38.6% | $4,194-68.2% |
| Participant deferral / active EE | $3,546 | $2,274+56.0% | $1,813+95.6% | $6,396-44.6% |
| Admin fee / account holder | $23,331 | $2,724+756.5% | $2,460+848.4% | $12,562+85.7% |