Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,981 | $183,516-67.9% | $155,534-62.1% | $145,884-59.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | -3.25% | 61.43%-64.7pp | 64.92%-68.2pp | 551.85%-555.1pp |
| Employer contribution / active EE | $1,476 | $5,315-72.2% | $4,675-68.4% | $4,662-68.4% |
| Participant deferral / active EE | $7,031 | $6,467+8.7% | $5,630+24.9% | $6,690+5.1% |
| Admin fee / account holder | $4,327 | $19,293-77.6% | $15,900-72.8% | $13,392-67.7% |