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 | $73,187 | $59,448+23.1% | $93,696-21.9% | $74,459-1.7% |
| Participation rate | 22.3% | 59.6%-37.3pp | 68.7%-46.4pp | 67.2%-44.9pp |
| Annual return | 9.99% | 82.11%-72.1pp | 133.74%-123.7pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,155 | $3,052-29.4% | $4,417-51.2% | $4,350-50.5% |
| Admin fee / account holder | $4,349 | $3,027+43.7% | $8,287-47.5% | $1,945+123.6% |