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 | $78,176 | $160,028-51.1% | $147,080-46.8% | $145,884-46.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.62% | 98.60%-91.0pp | 420.17%-412.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,287 | $5,286-56.7% | $4,933-53.7% | $4,662-51.0% |
| Participant deferral / active EE | $11,195 | $8,422+32.9% | $8,066+38.8% | $6,690+67.3% |
| Admin fee / account holder | $21,061 | $15,030+40.1% | $12,989+62.1% | $13,392+57.3% |