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 | $148,247 | $109,411+35.5% | $89,435+65.8% | $158,982-6.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 4.66% | 345.68%-341.0pp | 245.55%-240.9pp | 302.99%-298.3pp |
| Employer contribution / active EE | $3,067 | $3,173-3.3% | $2,587+18.5% | $4,763-35.6% |
| Participant deferral / active EE | $11,120 | $4,600+141.7% | $3,890+185.8% | $5,983+85.8% |
| Admin fee / account holder | $1,483 | $6,159-75.9% | $4,884-69.6% | $11,252-86.8% |