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 | $49,923 | $30,421+64.1% | $56,077-11.0% | $74,429-32.9% |
| Participation rate | 54.7% | 32.9%+21.9pp | 52.5%+2.2pp | 67.2%-12.5pp |
| Annual return | 9.47% | 24.94%-15.5pp | 1709.28%-1699.8pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $1,520 | $610+149.2% | $1,040+46.1% | $2,625-42.1% |
| Participant deferral / active EE | $2,571 | $1,175+118.8% | $1,954+31.6% | $4,348-40.9% |
| Admin fee / account holder | $5,150 | $2,363+117.9% | $2,825+82.3% | $1,944+164.9% |