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 | $88,224 | $169,336-47.9% | $129,384-31.8% | $145,884-39.5% |
| Participation rate | 46.2% | 76.5%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 6.48% | 14408.70%-14402.2pp | 9461.77%-9455.3pp | 551.85%-545.4pp |
| Employer contribution / active EE | $7,695 | $5,540+38.9% | $4,153+85.3% | $4,662+65.0% |
| Participant deferral / active EE | $4,655 | $4,985-6.6% | $4,166+11.7% | $6,690-30.4% |
| Admin fee / account holder | $5,123 | $9,912-48.3% | $7,686-33.3% | $13,392-61.7% |