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 | $161,952 | $183,592-11.8% | $155,567+4.1% | $145,959+11.0% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 6.92% | 61.24%-54.3pp | 64.74%-57.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $2,697 | $5,315-49.2% | $4,674-42.3% | $4,661-42.1% |
| Participant deferral / active EE | $5,530 | $6,464-14.5% | $5,628-1.7% | $6,689-17.3% |
| Admin fee / account holder | $2,597 | $19,318-86.6% | $15,916-83.7% | $13,398-80.6% |