Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $68,701 | $57,330+19.8% | $86,656-20.7% | $75,177-8.6% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 9.55% | 2675.40%-2665.9pp | 593.09%-583.5pp | 160.75%-151.2pp |
| Employer contribution / active EE | $4,779 | $2,316+106.3% | $3,025+58.0% | $2,671+78.9% |
| Participant deferral / active EE | $3,379 | $3,320+1.8% | $4,439-23.9% | $4,126-18.1% |
| Admin fee / account holder | $1,403 | $4,115-65.9% | $5,619-75.0% | $5,651-75.2% |