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 | $217,632 | $160,028+36.0% | $147,080+48.0% | $145,884+49.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.84% | 98.60%-91.8pp | 420.17%-413.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $3,157 | $5,286-40.3% | $4,933-36.0% | $4,662-32.3% |
| Participant deferral / active EE | $6,992 | $8,422-17.0% | $8,066-13.3% | $6,690+4.5% |
| Admin fee / account holder | $3,246 | $15,030-78.4% | $12,989-75.0% | $13,392-75.8% |