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 | $129,581 | $88,754+46.0% | $81,820+58.4% | $145,877-11.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.04% | 1031.77%-1022.7pp | 777.93%-768.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,144 | $3,085-62.9% | $2,915-60.8% | $4,663-75.5% |
| Participant deferral / active EE | $5,720 | $4,648+23.1% | $4,323+32.3% | $6,691-14.5% |
| Admin fee / account holder | $435 | $8,424-94.8% | $7,391-94.1% | $13,402-96.8% |