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 | $70,050 | $150,447-53.4% | $136,298-48.6% | $147,586-52.5% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 2.31% | 1049.15%-1046.8pp | 5156.27%-5154.0pp | 578.59%-576.3pp |
| Employer contribution / active EE | $9,212 | $5,256+75.3% | $4,696+96.2% | $4,876+88.9% |
| Participant deferral / active EE | $3,096 | $6,631-53.3% | $6,247-50.4% | $5,439-43.1% |
| Admin fee / account holder | $79,826 | $10,906+631.9% | $9,244+763.5% | $10,886+633.3% |