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 | $75,741 | $209,428-63.8% | $178,498-57.6% | $158,950-52.3% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 2.74% | 188.78%-186.0pp | 151.09%-148.4pp | 302.91%-300.2pp |
| Employer contribution / active EE | $1,184 | $5,707-79.3% | $5,011-76.4% | $4,762-75.1% |
| Participant deferral / active EE | $5,857 | $5,955-1.6% | $5,202+12.6% | $5,983-2.1% |
| Admin fee / account holder | $24,082 | $17,077+41.0% | $13,985+72.2% | $11,248+114.1% |