Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $133,784 | $88,815+50.6% | $81,882+63.4% | $145,897-8.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 9.23% | 1033.75%-1024.5pp | 779.47%-770.2pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,391 | $3,086-54.9% | $2,916-52.3% | $4,663-70.2% |
| Participant deferral / active EE | $3,835 | $4,647-17.5% | $4,323-11.3% | $6,689-42.7% |
| Admin fee / account holder | $1,237 | $8,434-85.3% | $7,360-83.2% | $13,390-90.8% |