Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,591 | $72,071-83.9% | $68,368-83.0% | $137,256-91.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 5.65% | 353.14%-347.5pp | 292.57%-286.9pp | 220.34%-214.7pp |
| Employer contribution / active EE | $2,165 | $2,788-22.3% | $2,649-18.3% | $4,156-47.9% |
| Participant deferral / active EE | $5,421 | $4,410+22.9% | $4,123+31.5% | $6,407-15.4% |
| Admin fee / account holder | $960 | $5,336-82.0% | $5,150-81.4% | $12,270-92.2% |