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 | $249,279 | $134,001+86.0% | $112,258+122.1% | $134,509+85.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -22.79% | 47.15%-69.9pp | 27.47%-50.3pp | 418.13%-440.9pp |
| Employer contribution / active EE | $899 | $4,039-77.7% | $3,636-75.3% | $4,741-81.0% |
| Participant deferral / active EE | $4,194 | $5,291-20.7% | $4,728-11.3% | $6,400-34.5% |
| Admin fee / account holder | $53,644 | $7,491+616.1% | $6,411+736.7% | $11,427+369.5% |