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 | $88,754+41.9% | $81,820+53.9% | $145,877-13.7% |
| Participation rate | 30.4% | 75.1%-44.6pp | 72.4%-42.0pp | 80.3%-49.9pp |
| Annual return | 5.87% | 1031.77%-1025.9pp | 777.93%-772.1pp | 551.28%-545.4pp |
| Employer contribution / active EE | $349 | $3,085-88.7% | $2,915-88.0% | $4,663-92.5% |
| Participant deferral / active EE | $2,992 | $4,648-35.6% | $4,323-30.8% | $6,691-55.3% |
| Admin fee / account holder | $44,631 | $8,424+429.8% | $7,391+503.9% | $13,402+233.0% |