Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,239 | $133,981-84.1% | $112,249-81.1% | $134,532-84.2% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.1%-9.8pp | 81.2%-16.0pp |
| Annual return | -20.73% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,656 | $4,040-59.0% | $3,636-54.5% | $4,741-65.1% |
| Participant deferral / active EE | $2,791 | $5,292-47.3% | $4,729-41.0% | $6,401-56.4% |
| Admin fee / account holder | $524 | $7,492-93.0% | $6,412-91.8% | $11,429-95.4% |