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 | $88,291 | $72,071+22.5% | $68,368+29.1% | $137,256-35.7% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 9.66% | 353.14%-343.5pp | 292.57%-282.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,551 | $2,788-8.5% | $2,649-3.7% | $4,156-38.6% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,426 | $5,336-35.8% | $5,150-33.5% | $12,270-72.1% |