Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,743 | $160,040-73.3% | $147,096-70.9% | $145,877-70.7% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 9.62% | 98.49%-88.9pp | 419.75%-410.1pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,367 | $5,289-74.2% | $4,936-72.3% | $4,663-70.7% |
| Participant deferral / active EE | $6,785 | $8,429-19.5% | $8,071-15.9% | $6,691+1.4% |
| Admin fee / account holder | $574 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |