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 | $53,626 | $160,070-66.5% | $147,117-63.5% | $145,897-63.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.38% | 98.69%-92.3pp | 420.54%-414.2pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,320 | $5,285-75.0% | $4,932-73.2% | $4,663-71.7% |
| Participant deferral / active EE | $10,281 | $8,419+22.1% | $8,065+27.5% | $6,689+53.7% |
| Admin fee / account holder | $7,104 | $15,035-52.7% | $12,993-45.3% | $13,390-46.9% |