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 | $109,611 | $72,071+52.1% | $68,368+60.3% | $137,256-20.1% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 11.87% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,466 | $2,788-47.4% | $2,649-44.7% | $4,156-64.7% |
| Participant deferral / active EE | $2,993 | $4,410-32.1% | $4,123-27.4% | $6,407-53.3% |
| Admin fee / account holder | $2,398 | $5,336-55.1% | $5,150-53.4% | $12,270-80.5% |