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 | $126,440 | $115,814+9.2% | $101,275+24.8% | $158,982-20.5% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 6.67% | 56.16%-49.5pp | 46.48%-39.8pp | 302.99%-296.3pp |
| Employer contribution / active EE | $3,198 | $4,176-23.4% | $3,660-12.6% | $4,763-32.8% |
| Participant deferral / active EE | $4,720 | $4,958-4.8% | $4,371+8.0% | $5,983-21.1% |
| Admin fee / account holder | $2,967 | $7,249-59.1% | $5,948-50.1% | $11,252-73.6% |