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 | $222,917 | $160,070+39.3% | $147,117+51.5% | $145,897+52.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.20% | 98.69%-90.5pp | 420.54%-412.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,330 | $5,285-55.9% | $4,932-52.8% | $4,663-50.0% |
| Participant deferral / active EE | $8,100 | $8,419-3.8% | $8,065+0.4% | $6,689+21.1% |
| Admin fee / account holder | $5,470 | $15,035-63.6% | $12,993-57.9% | $13,390-59.1% |