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 | $235,468 | $159,978+47.2% | $147,041+60.1% | $145,978+61.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 9.47% | 98.36%-88.9pp | 419.21%-409.7pp | 550.52%-541.1pp |
| Employer contribution / active EE | $10,245 | $5,288+93.7% | $4,935+107.6% | $4,662+119.8% |
| Participant deferral / active EE | $8,216 | $8,429-2.5% | $8,071+1.8% | $6,690+22.8% |
| Admin fee / account holder | $85,941 | $15,053+470.9% | $13,006+560.8% | $13,400+541.3% |