Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $232,054 | $166,242+39.6% | $165,071+40.6% | $145,884+59.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 3.69% | 100.44%-96.8pp | 70.17%-66.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $4,203 | $5,283-20.4% | $4,347-3.3% | $4,662-9.9% |
| Participant deferral / active EE | $12,000 | $6,964+72.3% | $6,035+98.8% | $6,690+79.4% |
| Admin fee / account holder | $1,852 | $16,658-88.9% | $12,695-85.4% | $13,392-86.2% |