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 | $121,361 | $111,535+8.8% | $105,223+15.3% | $137,256-11.6% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 80.0%-11.5pp |
| Annual return | 10.69% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,075 | $3,939-47.3% | $3,689-43.7% | $4,156-50.1% |
| Participant deferral / active EE | $6,082 | $5,500+10.6% | $5,072+19.9% | $6,407-5.1% |
| Admin fee / account holder | $3,077 | $9,721-68.3% | $8,859-65.3% | $12,270-74.9% |