Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,846 | $150,447-75.5% | $136,298-73.0% | $147,586-75.0% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 9.37% | 1049.15%-1039.8pp | 5156.27%-5146.9pp | 578.59%-569.2pp |
| Employer contribution / active EE | $11,825 | $5,256+125.0% | $4,696+151.8% | $4,876+142.5% |
| Participant deferral / active EE | $5,798 | $6,631-12.6% | $6,247-7.2% | $5,439+6.6% |
| Admin fee / account holder | $649 | $10,906-94.0% | $9,244-93.0% | $10,886-94.0% |