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 | $98,317 | $88,778+10.7% | $81,844+20.1% | $145,884-32.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 2.27% | 1033.03%-1030.8pp | 778.87%-776.6pp | 551.85%-549.6pp |
| Employer contribution / active EE | $4,719 | $3,087+52.9% | $2,916+61.8% | $4,662+1.2% |
| Participant deferral / active EE | $6,600 | $4,648+42.0% | $4,323+52.7% | $6,690-1.3% |
| Admin fee / account holder | $39,016 | $8,430+362.8% | $7,355+430.4% | $13,392+191.3% |