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 | $227,855 | $105,200+116.6% | $159,474+42.9% | $85,847+165.4% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.8%-26.6pp | 69.3%-13.1pp |
| Annual return | 11.38% | 45.08%-33.7pp | 263.68%-252.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $2,318 | $3,319-30.1% | $4,831-52.0% | $2,565-9.6% |
| Participant deferral / active EE | $6,706 | $5,946+12.8% | $7,353-8.8% | $3,952+69.7% |
| Admin fee / account holder | $1,278 | $6,934-81.6% | $10,802-88.2% | $6,261-79.6% |