Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $179,269 | $102,938+74.2% | $94,105+90.5% | $138,895+29.1% |
| Participation rate | 43.8% | 74.6%-30.9pp | 71.9%-28.2pp | 79.9%-36.2pp |
| Annual return | -55.05% | 250.28%-305.3pp | 204.55%-259.6pp | 145.39%-200.4pp |
| Employer contribution / active EE | $1,748 | $2,732-36.0% | $2,504-30.2% | $4,194-58.3% |
| Participant deferral / active EE | $2,047 | $4,196-51.2% | $3,881-47.2% | $6,396-68.0% |
| Admin fee / account holder | $578 | $6,600-91.2% | $6,199-90.7% | $12,562-95.4% |