Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $136,167 | $110,093+23.7% | $97,295+40.0% | $145,897-6.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 6.43% | 244.76%-238.3pp | 75.62%-69.2pp | 552.29%-545.9pp |
| Employer contribution / active EE | $2,517 | $3,077-18.2% | $2,723-7.6% | $4,663-46.0% |
| Participant deferral / active EE | $20,333 | $4,678+334.7% | $4,264+376.9% | $6,689+204.0% |
| Admin fee / account holder | $768 | $6,212-87.6% | $5,646-86.4% | $13,390-94.3% |