Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,128 | $88,778+0.4% | $81,844+8.9% | $145,884-38.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.42% | 1033.03%-1023.6pp | 778.87%-769.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,114 | $3,087-31.5% | $2,916-27.5% | $4,662-54.7% |
| Participant deferral / active EE | $10,691 | $4,648+130.0% | $4,323+147.3% | $6,690+59.8% |
| Admin fee / account holder | $6,665 | $8,430-20.9% | $7,355-9.4% | $13,392-50.2% |