Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $165,380 | $70,366+135.0% | $66,674+148.0% | $138,895+19.1% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 13.14% | 386.41%-373.3pp | 321.24%-308.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,627 | $2,765-41.2% | $2,620-37.9% | $4,194-61.2% |
| Participant deferral / active EE | $4,133 | $4,374-5.5% | $4,084+1.2% | $6,396-35.4% |
| Admin fee / account holder | $27,176 | $5,262+416.4% | $5,098+433.1% | $12,562+116.3% |