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 | $68,635 | $90,691-24.3% | $76,119-9.8% | $145,884-53.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 8.21% | 624.52%-616.3pp | 361.25%-353.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,122 | $3,329-36.3% | $2,693-21.2% | $4,662-54.5% |
| Participant deferral / active EE | $2,696 | $5,167-47.8% | $4,259-36.7% | $6,690-59.7% |
| Admin fee / account holder | $19,133 | $8,383+128.2% | $6,421+198.0% | $13,392+42.9% |