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 | $185,845 | $167,533+10.9% | $151,645+22.6% | $134,545+38.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -27.28% | 7.81%-35.1pp | 3.34%-30.6pp | 418.37%-445.7pp |
| Employer contribution / active EE | $15,774 | $6,828+131.0% | $6,165+155.9% | $4,742+232.7% |
| Participant deferral / active EE | $10,295 | $8,985+14.6% | $8,363+23.1% | $6,401+60.8% |
| Admin fee / account holder | $938,564 | $13,781+6710.8% | $11,614+7981.5% | $11,431+8110.9% |