Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $188,570 | $160,028+17.8% | $147,080+28.2% | $145,884+29.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.78% | 98.60%-90.8pp | 420.17%-412.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,937 | $5,286-63.4% | $4,933-60.7% | $4,662-58.5% |
| Participant deferral / active EE | $5,160 | $8,422-38.7% | $8,066-36.0% | $6,690-22.9% |
| Admin fee / account holder | $1,321 | $15,030-91.2% | $12,989-89.8% | $13,392-90.1% |