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 | $175,314 | $80,812+116.9% | $160,784+9.0% | $82,448+112.6% |
| Participation rate | 50.9% | 66.2%-15.3pp | 77.0%-26.0pp | 68.1%-17.1pp |
| Annual return | 12.90% | 100.59%-87.7pp | 1803.92%-1791.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,387 | $4,335+70.4% | $6,293+17.4% | $4,139+78.5% |
| Admin fee / account holder | $5,641 | $7,695-26.7% | $9,717-41.9% | $7,234-22.0% |