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 | $94,968 | $56,431+68.3% | $130,788-27.4% | $87,485+8.6% |
| Participation rate | 68.4% | 58.9%+9.5pp | 70.1%-1.7pp | 68.9%-0.5pp |
| Annual return | 8.94% | 91.27%-82.3pp | 386.44%-377.5pp | 26.06%-17.1pp |
| Employer contribution / active EE | $3,943 | $1,549+154.5% | $3,558+10.8% | $2,596+51.9% |
| Participant deferral / active EE | $2,163 | $2,749-21.3% | $4,137-47.7% | $4,274-49.4% |
| Admin fee / account holder | $4,648 | $4,433+4.8% | $6,673-30.3% | $7,775-40.2% |