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 | $186,955 | $166,268+12.4% | $165,100+13.2% | $145,897+28.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 8.30% | 100.52%-92.2pp | 70.21%-61.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,022 | $5,284-61.7% | $4,348-53.5% | $4,663-56.6% |
| Participant deferral / active EE | $4,381 | $6,964-37.1% | $6,035-27.4% | $6,689-34.5% |
| Admin fee / account holder | $1,973 | $16,659-88.2% | $12,696-84.5% | $13,390-85.3% |