Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,623 | $58,258+62.4% | $81,820+15.6% | $80,925+16.9% |
| Participation rate | 34.3% | 63.5%-29.2pp | 72.4%-38.1pp | 67.7%-33.4pp |
| Annual return | 7.88% | 41.76%-33.9pp | 777.93%-770.0pp | 35.65%-27.8pp |
| Employer contribution / active EE | $933 | $2,345-60.2% | $2,915-68.0% | $2,756-66.2% |
| Participant deferral / active EE | $2,079 | $3,284-36.7% | $4,323-51.9% | $4,299-51.6% |
| Admin fee / account holder | $1,211 | $4,976-75.7% | $7,391-83.6% | $6,940-82.6% |