Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,791 | $148,623-28.8% | $135,974-22.2% | $139,466-24.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 9.71% | 79.30%-69.6pp | 68.30%-58.6pp | 373.66%-364.0pp |
| Employer contribution / active EE | $4,018 | $5,246-23.4% | $4,859-17.3% | $4,754-15.5% |
| Participant deferral / active EE | $13,243 | $8,103+63.4% | $7,760+70.7% | $6,712+97.3% |
| Admin fee / account holder | $3,157 | $12,406-74.6% | $10,767-70.7% | $11,409-72.3% |