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 | $118,150 | $69,774+69.3% | $67,575+74.8% | $74,459+58.7% |
| Participation rate | 52.9% | 71.4%-18.5pp | 72.9%-20.0pp | 67.2%-14.3pp |
| Annual return | 10.24% | -40.53%+50.8pp | 3528.98%-3518.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,119 | $2,710-58.7% | $2,736-59.1% | $2,626-57.4% |
| Participant deferral / active EE | $2,380 | $3,636-34.6% | $4,003-40.6% | $4,350-45.3% |
| Admin fee / account holder | $1,097 | $890+23.3% | $3,993-72.5% | $1,945-43.6% |