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 | $143,387 | $169,336-15.3% | $129,384+10.8% | $145,884-1.7% |
| Participation rate | 22.2% | 76.5%-54.3pp | 69.6%-47.4pp | 80.3%-58.1pp |
| Annual return | 7.16% | 14408.70%-14401.5pp | 9461.77%-9454.6pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,663 | $4,985-26.5% | $4,166-12.1% | $6,690-45.2% |
| Admin fee / account holder | $2,115 | $9,912-78.7% | $7,686-72.5% | $13,392-84.2% |