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 | $136,860-5.9% | $120,344+7.0% | $154,746-16.8% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | -0.64% | 21.38%-22.0pp | 20.30%-20.9pp | 172.34%-173.0pp |
| Employer contribution / active EE | $4,662 | $3,533+32.0% | $3,020+54.4% | $4,379+6.5% |
| Participant deferral / active EE | $17,467 | $5,793+201.5% | $5,135+240.2% | $6,730+159.5% |
| Admin fee / account holder | $694,094 | $15,393+4409.3% | $12,742+5347.4% | $14,365+4731.8% |