Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $122,530 | $159,934-23.4% | $147,005-16.6% | $145,959-16.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.31% | 98.24%-95.9pp | 418.76%-416.4pp | 561.95%-559.6pp |
| Employer contribution / active EE | $2,075 | $5,287-60.7% | $4,934-57.9% | $4,661-55.5% |
| Participant deferral / active EE | $10,499 | $8,427+24.6% | $8,070+30.1% | $6,689+57.0% |
| Admin fee / account holder | $429 | $15,053-97.2% | $13,006-96.7% | $13,398-96.8% |