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 | $103,081 | $176,105-41.5% | $159,474-35.4% | $167,536-38.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.09% | 331.91%-322.8pp | 263.68%-254.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $3,461 | $5,299-34.7% | $4,831-28.4% | $4,839-28.5% |
| Participant deferral / active EE | $5,161 | $7,751-33.4% | $7,353-29.8% | $6,342-18.6% |
| Admin fee / account holder | $8,564 | $12,559-31.8% | $10,802-20.7% | $12,315-30.5% |