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 | $47,379 | $75,832-37.5% | $147,617-67.9% | $59,633-20.5% |
| Participation rate | 64.5% | 71.6%-7.0pp | 84.6%-20.1pp | 68.7%-4.2pp |
| Annual return | -3.08% | 0.37%-3.4pp | 61.98%-65.1pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,198 | $3,485-65.6% | $5,564-78.5% | $2,203-45.6% |
| Participant deferral / active EE | $1,931 | $3,131-38.3% | $4,895-60.5% | $3,192-39.5% |
| Admin fee / account holder | $1,029 | $5,986-82.8% | $11,612-91.1% | $4,297-76.1% |