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 | $66,828 | $180,749-63.0% | $160,784-58.4% | $137,256-51.3% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.0%-18.1pp | 80.0%-21.1pp |
| Annual return | 9.64% | 2234.46%-2224.8pp | 1803.92%-1794.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,085 | $6,844-40.3% | $6,293-35.1% | $6,407-36.2% |
| Admin fee / account holder | $2,435 | $10,397-76.6% | $9,717-74.9% | $12,270-80.2% |