Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,147 | $88,754-1.8% | $81,820+6.5% | $145,877-40.3% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 9.42% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $545 | $3,085-82.3% | $2,915-81.3% | $4,663-88.3% |
| Participant deferral / active EE | $5,674 | $4,648+22.1% | $4,323+31.3% | $6,691-15.2% |
| Admin fee / account holder | $6,026 | $8,424-28.5% | $7,391-18.5% | $13,402-55.0% |