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 | $108,953 | $180,749-39.7% | $160,784-32.2% | $137,256-20.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 10.11% | 2234.46%-2224.3pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,322 | $4,155-68.2% | $3,733-64.6% | $4,156-68.2% |
| Participant deferral / active EE | $1,700 | $6,844-75.2% | $6,293-73.0% | $6,407-73.5% |
| Admin fee / account holder | $719 | $10,397-93.1% | $9,717-92.6% | $12,270-94.1% |