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 | $123,850 | $176,105-29.7% | $159,474-22.3% | $167,536-26.1% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 6.27% | 331.91%-325.6pp | 263.68%-257.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $2,105 | $5,299-60.3% | $4,831-56.4% | $4,839-56.5% |
| Participant deferral / active EE | $6,475 | $7,751-16.5% | $7,353-11.9% | $6,342+2.1% |
| Admin fee / account holder | $18,252 | $12,559+45.3% | $10,802+69.0% | $12,315+48.2% |