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 | $78,985 | $91,537-13.7% | $130,045-39.3% | $75,173+5.1% |
| Participation rate | 67.9% | 71.5%-3.5pp | 78.5%-10.6pp | 67.2%+0.7pp |
| Annual return | 12.53% | -631.55%+644.1pp | -137.30%+149.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $2,607 | $2,845-8.4% | $4,321-39.7% | $2,671-2.4% |
| Participant deferral / active EE | $4,728 | $4,343+8.9% | $5,820-18.8% | $4,126+14.6% |
| Admin fee / account holder | $23,318 | $6,780+243.9% | $10,600+120.0% | $5,651+312.7% |