Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $197,339 | $209,422-5.8% | $178,503+10.6% | $158,982+24.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 4.49% | 188.81%-184.3pp | 151.12%-146.6pp | 302.99%-298.5pp |
| Employer contribution / active EE | $11,931 | $5,707+109.1% | $5,011+138.1% | $4,763+150.5% |
| Participant deferral / active EE | $4,894 | $5,955-17.8% | $5,202-5.9% | $5,983-18.2% |
| Admin fee / account holder | $1,541 | $17,079-91.0% | $13,987-89.0% | $11,252-86.3% |