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 | $186,432 | $166,131+12.2% | $164,975+13.0% | $145,877+27.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 4.41% | 100.37%-96.0pp | 70.12%-65.7pp | 551.28%-546.9pp |
| Employer contribution / active EE | $2,118 | $5,276-59.8% | $4,343-51.2% | $4,663-54.6% |
| Participant deferral / active EE | $5,636 | $6,962-19.0% | $6,033-6.6% | $6,691-15.8% |
| Admin fee / account holder | $9,757 | $16,648-41.4% | $12,688-23.1% | $13,402-27.2% |