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 | $66,249 | $59,448+11.4% | $93,696-29.3% | $74,459-11.0% |
| Participation rate | 36.9% | 59.6%-22.7pp | 68.7%-31.8pp | 67.2%-30.3pp |
| Annual return | 8.07% | 82.11%-74.0pp | 133.74%-125.7pp | 1369.70%-1361.6pp |
| Employer contribution / active EE | $501 | $1,266-60.4% | $2,422-79.3% | $2,626-80.9% |
| Participant deferral / active EE | $3,309 | $3,052+8.4% | $4,417-25.1% | $4,350-23.9% |
| Admin fee / account holder | $10,992 | $3,027+263.1% | $8,287+32.6% | $1,945+465.2% |