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 | $50,922 | $102,393-50.3% | $147,041-65.4% | $80,911-37.1% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 9.13% | 134.95%-125.8pp | 419.21%-410.1pp | 35.63%-26.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,298 | $6,647+70.0% | $8,071+40.0% | $4,297+162.9% |
| Admin fee / account holder | $7,314 | $7,943-7.9% | $13,006-43.8% | $6,935+5.5% |