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 | $90,199 | $183,592-50.9% | $155,567-42.0% | $145,959-38.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.49% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.5pp |
| Employer contribution / active EE | $5,985 | $5,315+12.6% | $4,674+28.0% | $4,661+28.4% |
| Participant deferral / active EE | $13,981 | $6,464+116.3% | $5,628+148.4% | $6,689+109.0% |
| Admin fee / account holder | $27,077 | $19,318+40.2% | $15,916+70.1% | $13,398+102.1% |