Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $234,118 | $70,366+232.7% | $66,674+251.1% | $138,895+68.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 13.04% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,000 | $2,765-27.7% | $2,620-23.7% | $4,194-52.3% |
| Participant deferral / active EE | $7,800 | $4,374+78.3% | $4,084+91.0% | $6,396+21.9% |
| Admin fee / account holder | $3,232 | $5,262-38.6% | $5,098-36.6% | $12,562-74.3% |