Sign up free to preview peer percentile detail
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 | $138,154 | $160,070-13.7% | $147,117-6.1% | $145,897-5.3% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | -17.16% | 98.69%-115.9pp | 420.54%-437.7pp | 552.29%-569.5pp |
| Employer contribution / active EE | $5,335 | $5,285+1.0% | $4,932+8.2% | $4,663+14.4% |
| Participant deferral / active EE | $6,145 | $8,419-27.0% | $8,065-23.8% | $6,689-8.1% |
| Admin fee / account holder | $8,248 | $15,035-45.1% | $12,993-36.5% | $13,390-38.4% |