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 | $185,220 | $148,623+24.6% | $135,974+36.2% | $139,466+32.8% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.5pp |
| Annual return | 11.57% | 79.30%-67.7pp | 68.30%-56.7pp | 373.66%-362.1pp |
| Employer contribution / active EE | $2,597 | $5,246-50.5% | $4,859-46.6% | $4,754-45.4% |
| Participant deferral / active EE | $4,543 | $8,103-43.9% | $7,760-41.5% | $6,712-32.3% |
| Admin fee / account holder | $23,770 | $12,406+91.6% | $10,767+120.8% | $11,409+108.4% |