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 | $62,607 | $28,624+118.7% | $53,647+16.7% | $82,637-24.2% |
| Participation rate | 35.6% | 47.3%-11.7pp | 56.3%-20.7pp | 68.1%-32.4pp |
| Annual return | 9.24% | 664.98%-655.7pp | 358.33%-349.1pp | 53.51%-44.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $853 | $1,196-28.7% | $1,813-53.0% | $4,126-79.3% |
| Admin fee / account holder | $1,088 | $2,022-46.2% | $2,460-55.8% | $7,339-85.2% |