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 | $138,224 | $176,120-21.5% | $159,487-13.3% | $167,553-17.5% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 3.04% | 331.95%-328.9pp | 263.71%-260.7pp | 478.89%-475.8pp |
| Employer contribution / active EE | $1,292 | $5,299-75.6% | $4,831-73.3% | $4,840-73.3% |
| Participant deferral / active EE | $4,345 | $7,752-44.0% | $7,354-40.9% | $6,343-31.5% |
| Admin fee / account holder | $4,796 | $12,561-61.8% | $10,804-55.6% | $12,316-61.1% |