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 | $83,347 | $160,070-47.9% | $147,117-43.3% | $145,897-42.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.27% | 98.69%-91.4pp | 420.54%-413.3pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,570 | $5,285-70.3% | $4,932-68.2% | $4,663-66.3% |
| Participant deferral / active EE | $13,108 | $8,419+55.7% | $8,065+62.5% | $6,689+96.0% |
| Admin fee / account holder | $1,162 | $15,035-92.3% | $12,993-91.1% | $13,390-91.3% |