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 | $213,751 | $91,559+133.5% | $133,978+59.5% | $79,856+167.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 10.15% | 61.85%-51.7pp | 45.10%-35.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,616 | $2,384-32.2% | $3,919-58.8% | $2,471-34.6% |
| Participant deferral / active EE | $8,863 | $3,734+137.4% | $5,047+75.6% | $3,741+136.9% |
| Admin fee / account holder | $1,008 | $6,321-84.1% | $8,930-88.7% | $5,306-81.0% |