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 | $167,076 | $160,059+4.4% | $140,019+19.3% | $135,380+23.4% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | -9.67% | 911.48%-921.1pp | 651.17%-660.8pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,876 | $6,420-70.8% | $5,605-66.5% | $4,779-60.7% |
| Participant deferral / active EE | $4,251 | $7,641-44.4% | $6,927-38.6% | $5,609-24.2% |
| Admin fee / account holder | $2,143 | $13,328-83.9% | $10,705-80.0% | $10,828-80.2% |