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 | $123,541 | $80,812+52.9% | $160,784-23.2% | $82,448+49.8% |
| Participation rate | 51.9% | 66.2%-14.4pp | 77.0%-25.1pp | 68.1%-16.2pp |
| Annual return | 13.04% | 100.59%-87.5pp | 1803.92%-1790.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,048 | $2,174-51.8% | $3,733-71.9% | $2,551-58.9% |
| Participant deferral / active EE | $2,062 | $4,335-52.4% | $6,293-67.2% | $4,139-50.2% |
| Admin fee / account holder | $55,422 | $7,695+620.2% | $9,717+470.4% | $7,234+666.1% |