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 | $144,705 | $76,608+88.9% | $56,077+158.0% | $145,877-0.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 5.24% | 3009.59%-3004.3pp | 1709.28%-1704.0pp | 551.28%-546.0pp |
| Employer contribution / active EE | $889 | $1,382-35.7% | $1,040-14.6% | $4,663-80.9% |
| Participant deferral / active EE | $2,889 | $2,624+10.1% | $1,954+47.8% | $6,691-56.8% |
| Admin fee / account holder | $313 | $3,325-90.6% | $2,825-88.9% | $13,402-97.7% |