Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,732 | $160,070-80.8% | $147,117-79.1% | $145,897-78.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.10% | 98.69%-92.6pp | 420.54%-414.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $4,922 | $5,285-6.9% | $4,932-0.2% | $4,663+5.6% |
| Participant deferral / active EE | $10,388 | $8,419+23.4% | $8,065+28.8% | $6,689+55.3% |
| Admin fee / account holder | $673 | $15,035-95.5% | $12,993-94.8% | $13,390-95.0% |