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 | $14,582 | $61,755-76.4% | $97,161-85.0% | $80,911-82.0% |
| Participation rate | 44.7% | 63.5%-18.7pp | 72.7%-28.0pp | 67.6%-22.9pp |
| Annual return | 9.01% | -557.90%+566.9pp | 75.36%-66.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,852 | $3,026-5.8% | $4,265-33.1% | $4,297-33.6% |
| Admin fee / account holder | $2,253 | $5,166-56.4% | $5,647-60.1% | $6,935-67.5% |