Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,871 | $190,916-84.9% | $160,037-82.0% | $134,545-78.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -21.29% | 552.79%-574.1pp | 408.95%-430.2pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,448 | $4,996-51.0% | $4,226-42.1% | $4,742-48.4% |
| Participant deferral / active EE | $9,618 | $6,925+38.9% | $6,184+55.5% | $6,401+50.2% |
| Admin fee / account holder | $1,071 | $10,497-89.8% | $8,716-87.7% | $11,431-90.6% |