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 | $127,835 | $176,077-27.4% | $159,455-19.8% | $167,518-23.7% |
| Participation rate | 60.9% | 84.9%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 9.89% | 331.83%-321.9pp | 263.63%-253.7pp | 478.71%-468.8pp |
| Employer contribution / active EE | $2,725 | $5,298-48.6% | $4,830-43.6% | $4,838-43.7% |
| Participant deferral / active EE | $4,830 | $7,751-37.7% | $7,353-34.3% | $6,342-23.8% |
| Admin fee / account holder | $1,759 | $12,556-86.0% | $10,800-83.7% | $12,312-85.7% |