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 | $88,702-3.9% | $81,780+4.2% | $145,978-41.6% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 5.87% | 1029.12%-1023.3pp | 776.27%-770.4pp | 550.52%-544.6pp |
| Employer contribution / active EE | $909 | $3,084-70.5% | $2,914-68.8% | $4,662-80.5% |
| Participant deferral / active EE | $5,581 | $4,645+20.1% | $4,321+29.2% | $6,690-16.6% |
| Admin fee / account holder | $3,701 | $8,414-56.0% | $7,384-49.9% | $13,400-72.4% |