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 | $71,036 | $96,643-26.5% | $86,617-18.0% | $139,456-49.1% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 8.27% | 106.57%-98.3pp | 591.91%-583.6pp | 373.45%-365.2pp |
| Employer contribution / active EE | $1,222 | $3,264-62.6% | $3,023-59.6% | $4,753-74.3% |
| Participant deferral / active EE | $3,850 | $4,835-20.4% | $4,437-13.2% | $6,711-42.6% |
| Admin fee / account holder | $2,867 | $6,406-55.2% | $5,613-48.9% | $11,407-74.9% |