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 | $91,615 | $88,778+3.2% | $81,844+11.9% | $145,884-37.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 9.48% | 1033.03%-1023.6pp | 778.87%-769.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,599 | $3,087-48.2% | $2,916-45.2% | $4,662-65.7% |
| Participant deferral / active EE | $1,351 | $4,648-70.9% | $4,323-68.8% | $6,690-79.8% |
| Admin fee / account holder | $2,278 | $8,430-73.0% | $7,355-69.0% | $13,392-83.0% |