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 | $93,441 | $129,737-28.0% | $119,126-21.6% | $154,746-39.6% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 3.48% | 379.08%-375.6pp | 282.11%-278.6pp | 172.34%-168.9pp |
| Employer contribution / active EE | $3,945 | $4,375-9.8% | $4,034-2.2% | $4,379-9.9% |
| Participant deferral / active EE | $9,974 | $5,842+70.7% | $5,318+87.6% | $6,730+48.2% |
| Admin fee / account holder | $4,294 | $11,961-64.1% | $10,693-59.8% | $14,365-70.1% |