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 | $137,965 | $135,645+1.7% | $110,243+25.1% | $135,380+1.9% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -8.99% | 513.24%-522.2pp | 314.76%-323.7pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,391 | $4,907-71.6% | $3,827-63.6% | $4,779-70.9% |
| Participant deferral / active EE | $8,679 | $5,507+57.6% | $4,672+85.8% | $5,609+54.7% |
| Admin fee / account holder | $2,490 | $11,458-78.3% | $8,548-70.9% | $10,828-77.0% |