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 | $28,187 | $60,261-53.2% | $81,783-65.5% | $74,546-62.2% |
| Participation rate | 36.7% | 62.9%-26.2pp | 72.4%-35.7pp | 67.2%-30.5pp |
| Annual return | 11.11% | 16.88%-5.8pp | 775.05%-763.9pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $865 | $2,622-67.0% | $2,913-70.3% | $2,624-67.1% |
| Participant deferral / active EE | $1,264 | $3,388-62.7% | $4,320-70.8% | $4,347-70.9% |
| Admin fee / account holder | $1,074 | $1,482-27.5% | $7,380-85.4% | $1,944-44.7% |