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 | $129,538 | $111,535+16.1% | $105,223+23.1% | $137,256-5.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 2.36% | 237.85%-235.5pp | 180.65%-178.3pp | 220.34%-218.0pp |
| Employer contribution / active EE | $2,418 | $3,939-38.6% | $3,689-34.5% | $4,156-41.8% |
| Participant deferral / active EE | $12,519 | $5,500+127.6% | $5,072+146.8% | $6,407+95.4% |
| Admin fee / account holder | $2,829 | $9,721-70.9% | $8,859-68.1% | $12,270-76.9% |