Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $125,754 | $98,776+27.3% | $149,745-16.0% | $79,856+57.5% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 10.26% | 27.38%-17.1pp | 276.72%-266.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,095 | $3,217-3.8% | $4,646-33.4% | $2,471+25.2% |
| Participant deferral / active EE | $7,582 | $5,681+33.5% | $6,843+10.8% | $3,741+102.7% |
| Admin fee / account holder | $4,176 | $6,053-31.0% | $9,312-55.2% | $5,306-21.3% |