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 | $182,681 | $138,075+32.3% | $123,552+47.9% | $135,379+34.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.43% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $16,058 | $5,152+211.7% | $4,628+247.0% | $4,779+236.0% |
| Participant deferral / active EE | $9,483 | $6,800+39.5% | $6,426+47.6% | $5,609+69.1% |
| Admin fee / account holder | $12,173 | $10,917+11.5% | $9,285+31.1% | $10,828+12.4% |