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 | $201,276 | $160,028+25.8% | $147,080+36.8% | $145,884+38.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 8.46% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,983 | $5,286-43.6% | $4,933-39.5% | $4,662-36.0% |
| Participant deferral / active EE | $5,462 | $8,422-35.1% | $8,066-32.3% | $6,690-18.4% |
| Admin fee / account holder | $22,645 | $15,030+50.7% | $12,989+74.3% | $13,392+69.1% |