Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $244,344 | $202,342+20.8% | $172,752+41.4% | $152,897+59.8% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.5%-68.2pp |
| Annual return | 2.56% | 1029.83%-1027.3pp | 802.97%-800.4pp | 345.43%-342.9pp |
| Employer contribution / active EE | $2,376 | $5,858-59.4% | $5,144-53.8% | $4,764-50.1% |
| Participant deferral / active EE | $9,600 | $5,948+61.4% | $5,198+84.7% | $5,851+64.1% |
| Admin fee / account holder | $28,512 | $17,111+66.6% | $13,955+104.3% | $11,599+145.8% |