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 | $66,685 | $72,465-8.0% | $67,575-1.3% | $145,884-54.3% |
| Participation rate | 29.4% | 76.9%-47.5pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | 9.21% | 7222.56%-7213.3pp | 3528.98%-3519.8pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,432 | $3,074-53.4% | $2,736-47.7% | $4,662-69.3% |
| Participant deferral / active EE | $912 | $4,786-80.9% | $4,003-77.2% | $6,690-86.4% |
| Admin fee / account holder | $430 | $5,515-92.2% | $3,993-89.2% | $13,392-96.8% |