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 | $72,245 | $111,830-35.4% | $93,696-22.9% | $145,884-50.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 4.98% | 204.08%-199.1pp | 133.74%-128.8pp | 551.85%-546.9pp |
| Employer contribution / active EE | $3,091 | $3,093-0.1% | $2,422+27.6% | $4,662-33.7% |
| Participant deferral / active EE | $5,776 | $4,920+17.4% | $4,417+30.8% | $6,690-13.7% |
| Admin fee / account holder | $1,633 | $10,249-84.1% | $8,287-80.3% | $13,392-87.8% |