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 | $92,696 | $111,535-16.9% | $105,223-11.9% | $137,256-32.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 7.32% | 237.85%-230.5pp | 180.65%-173.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | $2,667 | $3,939-32.3% | $3,689-27.7% | $4,156-35.8% |
| Participant deferral / active EE | $11,131 | $5,500+102.4% | $5,072+119.5% | $6,407+73.7% |
| Admin fee / account holder | $318 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |