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 | $66,958 | $80,812-17.1% | $160,784-58.4% | $82,448-18.8% |
| Participation rate | 49.1% | 66.2%-17.1pp | 77.0%-27.8pp | 68.1%-18.9pp |
| Annual return | 13.31% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,610 | $4,335-39.8% | $6,293-58.5% | $4,139-36.9% |
| Admin fee / account holder | $2,385 | $7,695-69.0% | $9,717-75.5% | $7,234-67.0% |