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 | $106,761 | $171,867-37.9% | $149,721-28.7% | $147,586-27.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 7.38% | 2113.36%-2106.0pp | 1501.67%-1494.3pp | 578.59%-571.2pp |
| Employer contribution / active EE | $2,328 | $6,275-62.9% | $5,444-57.2% | $4,876-52.3% |
| Participant deferral / active EE | $3,111 | $7,270-57.2% | $6,568-52.6% | $5,439-42.8% |
| Admin fee / account holder | $14,766 | $13,799+7.0% | $11,282+30.9% | $10,886+35.6% |