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 | $35,386 | $88,778-60.1% | $81,844-56.8% | $145,884-75.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.64% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,648 | $3,087-46.6% | $2,916-43.5% | $4,662-64.6% |
| Participant deferral / active EE | $6,329 | $4,648+36.2% | $4,323+46.4% | $6,690-5.4% |
| Admin fee / account holder | $577 | $8,430-93.2% | $7,355-92.2% | $13,392-95.7% |