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 | $195,078 | $148,629+31.3% | $135,982+43.5% | $139,487+39.9% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 8.54% | 79.33%-70.8pp | 68.32%-59.8pp | 373.84%-365.3pp |
| Employer contribution / active EE | $2,839 | $5,247-45.9% | $4,859-41.6% | $4,755-40.3% |
| Participant deferral / active EE | $7,160 | $8,102-11.6% | $7,760-7.7% | $6,713+6.7% |
| Admin fee / account holder | $17,853 | $12,406+43.9% | $10,767+65.8% | $11,407+56.5% |