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 | $25,700 | $75,959-66.2% | $154,114-83.3% | $64,181-60.0% |
| Participation rate | 48.2% | 70.4%-22.2pp | 83.0%-34.8pp | 69.6%-21.4pp |
| Annual return | -9.00% | 30.32%-39.3pp | 735.16%-744.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $583 | $3,350-82.6% | $5,298-89.0% | $2,381-75.5% |
| Participant deferral / active EE | $1,904 | $3,175-40.0% | $5,081-62.5% | $3,470-45.1% |
| Admin fee / account holder | $1,127 | $5,589-79.8% | $13,411-91.6% | $4,887-76.9% |