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 | $128,765 | $124,425+3.5% | $112,040+14.9% | $137,256-6.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | -0.64% | 24.72%-25.4pp | 24.52%-25.2pp | 220.34%-221.0pp |
| Employer contribution / active EE | $4,662 | $3,411+36.7% | $2,954+57.8% | $4,156+12.2% |
| Participant deferral / active EE | $17,467 | $5,718+205.4% | $5,098+242.6% | $6,407+172.6% |
| Admin fee / account holder | $694,094 | $15,207+4464.4% | $12,098+5637.2% | $12,270+5556.8% |