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 | $220,398 | $102,422+115.2% | $147,117+49.8% | $80,959+172.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 10.01% | 135.16%-125.1pp | 420.54%-410.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,216 | $6,652+38.6% | $8,065+14.3% | $4,300+114.3% |
| Admin fee / account holder | $1,870 | $7,953-76.5% | $12,993-85.6% | $6,925-73.0% |