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 | $86,390 | $55,446+55.8% | $155,574-44.5% | $74,429+16.1% |
| Participation rate | 54.0% | 61.9%-7.9pp | 78.2%-24.2pp | 67.2%-13.2pp |
| Annual return | 9.39% | 269.20%-259.8pp | 64.87%-55.5pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $2,154 | $2,266-4.9% | $4,676-53.9% | $2,625-17.9% |
| Participant deferral / active EE | $5,039 | $2,836+77.7% | $5,629-10.5% | $4,348+15.9% |
| Admin fee / account holder | $7,869 | $1,743+351.4% | $15,914-50.6% | $1,944+304.7% |