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 | $73,012 | $60,139+21.4% | $90,461-19.3% | $79,856-8.6% |
| Participation rate | 42.9% | 65.0%-22.1pp | 72.7%-29.8pp | 69.6%-26.8pp |
| Annual return | 8.03% | 71.96%-63.9pp | 1294.76%-1286.7pp | 31.71%-23.7pp |
| Employer contribution / active EE | $412 | $2,069-80.1% | $3,264-87.4% | $2,471-83.3% |
| Participant deferral / active EE | $2,750 | $2,939-6.4% | $3,964-30.6% | $3,741-26.5% |
| Admin fee / account holder | $1,079 | $3,978-72.9% | $5,617-80.8% | $5,306-79.7% |