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 | $110,807 | $160,040-30.8% | $147,096-24.7% | $145,877-24.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.55% | 98.49%-92.9pp | 419.75%-414.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $2,050 | $5,289-61.2% | $4,936-58.5% | $4,663-56.0% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,691+52.0% |
| Admin fee / account holder | $12,450 | $15,050-17.3% | $13,005-4.3% | $13,402-7.1% |