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 | $50,932 | $159,934-68.2% | $147,005-65.4% | $145,959-65.1% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 2.58% | 98.24%-95.7pp | 418.76%-416.2pp | 561.95%-559.4pp |
| Employer contribution / active EE | $3,442 | $5,287-34.9% | $4,934-30.2% | $4,661-26.1% |
| Participant deferral / active EE | $5,337 | $8,427-36.7% | $8,070-33.9% | $6,689-20.2% |
| Admin fee / account holder | $12,418 | $15,053-17.5% | $13,006-4.5% | $13,398-7.3% |