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 | $76,477 | $160,070-52.2% | $147,117-48.0% | $145,897-47.6% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.9pp | 80.3%-27.0pp |
| Annual return | 9.59% | 98.69%-89.1pp | 420.54%-410.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,446 | $5,285-72.6% | $4,932-70.7% | $4,663-69.0% |
| Participant deferral / active EE | $3,157 | $8,419-62.5% | $8,065-60.9% | $6,689-52.8% |
| Admin fee / account holder | $433 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |