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 | $27,801 | $88,754-68.7% | $81,820-66.0% | $145,877-80.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.11% | 1031.77%-1026.7pp | 777.93%-772.8pp | 551.28%-546.2pp |
| Employer contribution / active EE | $673 | $3,085-78.2% | $2,915-76.9% | $4,663-85.6% |
| Participant deferral / active EE | $3,454 | $4,648-25.7% | $4,323-20.1% | $6,691-48.4% |
| Admin fee / account holder | $532 | $8,424-93.7% | $7,391-92.8% | $13,402-96.0% |