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 | $220,930 | $112,131+97.0% | $95,964+130.2% | $158,982+39.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 5.96% | 171.19%-165.2pp | 91.64%-85.7pp | 302.99%-297.0pp |
| Employer contribution / active EE | $1,612 | $3,199-49.6% | $2,541-36.6% | $4,763-66.1% |
| Participant deferral / active EE | $6,164 | $4,784+28.8% | $4,167+47.9% | $5,983+3.0% |
| Admin fee / account holder | $10,479 | $10,136+3.4% | $6,797+54.2% | $11,252-6.9% |