Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $197,397 | $180,749+9.2% | $160,784+22.8% | $137,256+43.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 9.67% | 2234.46%-2224.8pp | 1803.92%-1794.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,458 | $4,155-40.9% | $3,733-34.2% | $4,156-40.9% |
| Participant deferral / active EE | $12,896 | $6,844+88.4% | $6,293+104.9% | $6,407+101.3% |
| Admin fee / account holder | $10,822 | $10,397+4.1% | $9,717+11.4% | $12,270-11.8% |