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 | $58,733 | $88,710-33.8% | $81,783-28.2% | $145,959-59.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 7.91% | 1027.26%-1019.4pp | 775.05%-767.1pp | 561.95%-554.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,102 | $4,645-54.8% | $4,320-51.4% | $6,689-68.6% |
| Admin fee / account holder | $1,179 | $8,407-86.0% | $7,380-84.0% | $13,398-91.2% |