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 | $225,170 | $160,070+40.7% | $147,117+53.1% | $145,897+54.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.92% | 98.69%-90.8pp | 420.54%-412.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,827 | $5,285-46.5% | $4,932-42.7% | $4,663-39.4% |
| Participant deferral / active EE | $7,760 | $8,419-7.8% | $8,065-3.8% | $6,689+16.0% |
| Admin fee / account holder | $853 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |