Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $102,005 | $111,785-8.7% | $93,669+8.9% | $145,877-30.1% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 4.64% | 203.79%-199.1pp | 133.59%-129.0pp | 551.28%-546.6pp |
| Employer contribution / active EE | $1,149 | $3,096-62.9% | $2,424-52.6% | $4,663-75.4% |
| Participant deferral / active EE | $6,580 | $4,919+33.8% | $4,416+49.0% | $6,691-1.7% |
| Admin fee / account holder | $332 | $10,256-96.8% | $8,291-96.0% | $13,402-97.5% |