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 | $112,596 | $202,326-44.3% | $172,745-34.8% | $152,870-26.3% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 5.61% | 1029.72%-1024.1pp | 802.90%-797.3pp | 345.34%-339.7pp |
| Employer contribution / active EE | $2,969 | $5,858-49.3% | $5,144-42.3% | $4,763-37.7% |
| Participant deferral / active EE | $4,237 | $5,948-28.8% | $5,197-18.5% | $5,850-27.6% |
| Admin fee / account holder | $1,505 | $17,110-91.2% | $13,954-89.2% | $11,597-87.0% |