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 | $133,376 | $58,258+128.9% | $81,820+63.0% | $80,925+64.8% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.4%-8.4pp | 67.7%-3.7pp |
| Annual return | 9.43% | 41.76%-32.3pp | 777.93%-768.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $2,761 | $2,345+17.7% | $2,915-5.3% | $2,756+0.2% |
| Participant deferral / active EE | $6,640 | $3,284+102.2% | $4,323+53.6% | $4,299+54.5% |
| Admin fee / account holder | $2,079 | $4,976-58.2% | $7,391-71.9% | $6,940-70.1% |