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 | $123,726 | $72,071+71.7% | $68,368+81.0% | $137,256-9.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.42% | 353.14%-341.7pp | 292.57%-281.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,443 | $2,788-12.4% | $2,649-7.8% | $4,156-41.2% |
| Participant deferral / active EE | $5,682 | $4,410+28.8% | $4,123+37.8% | $6,407-11.3% |
| Admin fee / account holder | $4,226 | $5,336-20.8% | $5,150-17.9% | $12,270-65.6% |