Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $154,621 | $134,817+14.7% | $123,973+24.7% | $155,188-0.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | -23.07% | 515.49%-538.6pp | 388.13%-411.2pp | 148.84%-171.9pp |
| Employer contribution / active EE | $2,201 | $4,425-50.3% | $4,126-46.7% | $4,248-48.2% |
| Participant deferral / active EE | $4,759 | $5,706-16.6% | $5,247-9.3% | $6,531-27.1% |
| Admin fee / account holder | $13,182 | $13,245-0.5% | $11,799+11.7% | $14,480-9.0% |