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 | $125,961 | $88,815+41.8% | $81,882+53.8% | $145,897-13.7% |
| Participation rate | 30.4% | 75.1%-44.6pp | 72.4%-42.0pp | 80.3%-49.9pp |
| Annual return | 5.87% | 1033.75%-1027.9pp | 779.47%-773.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $349 | $3,086-88.7% | $2,916-88.0% | $4,663-92.5% |
| Participant deferral / active EE | $2,992 | $4,647-35.6% | $4,323-30.8% | $6,689-55.3% |
| Admin fee / account holder | $44,631 | $8,434+429.2% | $7,360+506.4% | $13,390+233.3% |