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 | $76,845 | $72,446+6.1% | $67,561+13.7% | $145,877-47.3% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 5.33% | 7211.98%-7206.7pp | 3525.44%-3520.1pp | 551.28%-546.0pp |
| Employer contribution / active EE | $7,315 | $3,072+138.1% | $2,735+167.5% | $4,663+56.9% |
| Participant deferral / active EE | $5,740 | $4,785+20.0% | $4,003+43.4% | $6,691-14.2% |
| Admin fee / account holder | $3,706 | $5,541-33.1% | $4,006-7.5% | $13,402-72.3% |