Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $182,019 | $70,366+158.7% | $66,674+173.0% | $138,895+31.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 11.64% | 386.41%-374.8pp | 321.24%-309.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $732 | $2,765-73.5% | $2,620-72.1% | $4,194-82.6% |
| Participant deferral / active EE | $6,471 | $4,374+47.9% | $4,084+58.5% | $6,396+1.2% |
| Admin fee / account holder | $11,283 | $5,262+114.4% | $5,098+121.3% | $12,562-10.2% |