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 | $34,923 | $176,105-80.2% | $159,474-78.1% | $167,536-79.2% |
| Participation rate | 65.0% | 85.0%-20.0pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 8.58% | 331.91%-323.3pp | 263.68%-255.1pp | 478.82%-470.2pp |
| Employer contribution / active EE | $1,645 | $5,299-69.0% | $4,831-65.9% | $4,839-66.0% |
| Participant deferral / active EE | $3,459 | $7,751-55.4% | $7,353-53.0% | $6,342-45.5% |
| Admin fee / account holder | $2,128 | $12,559-83.1% | $10,802-80.3% | $12,315-82.7% |