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 | $58,496 | $217,432-73.1% | $185,851-68.5% | $167,553-65.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 8.78% | 148.43%-139.7pp | 122.11%-113.3pp | 478.89%-470.1pp |
| Employer contribution / active EE | $1,932 | $5,874-67.1% | $5,168-62.6% | $4,840-60.1% |
| Participant deferral / active EE | $2,695 | $6,357-57.6% | $5,569-51.6% | $6,343-57.5% |
| Admin fee / account holder | $3,673 | $19,820-81.5% | $16,245-77.4% | $12,316-70.2% |