Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $185,116 | $100,139+84.9% | $85,187+117.3% | $145,884+26.9% |
| Participation rate | 61.9% | 74.1%-12.2pp | 67.5%-5.6pp | 80.3%-18.4pp |
| Annual return | 7.39% | 84.15%-76.8pp | 66.67%-59.3pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,467 | $3,238-23.8% | $2,732-9.7% | $4,662-47.1% |
| Participant deferral / active EE | $7,545 | $5,296+42.5% | $4,525+66.8% | $6,690+12.8% |
| Admin fee / account holder | $2,111 | $7,262-70.9% | $6,162-65.7% | $13,392-84.2% |