Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $85,233 | $88,815-4.0% | $81,882+4.1% | $145,897-41.6% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.2pp |
| Annual return | 5.87% | 1033.75%-1027.9pp | 779.47%-773.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $909 | $3,086-70.6% | $2,916-68.8% | $4,663-80.5% |
| Participant deferral / active EE | $5,581 | $4,647+20.1% | $4,323+29.1% | $6,689-16.6% |
| Admin fee / account holder | $3,701 | $8,434-56.1% | $7,360-49.7% | $13,390-72.4% |