Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $196,796 | $102,938+91.2% | $94,105+109.1% | $138,895+41.7% |
| Participation rate | 38.5% | 74.6%-36.2pp | 71.9%-33.5pp | 79.9%-41.5pp |
| Annual return | 0.78% | 250.28%-249.5pp | 204.55%-203.8pp | 145.39%-144.6pp |
| Employer contribution / active EE | $740 | $2,732-72.9% | $2,504-70.5% | $4,194-82.4% |
| Participant deferral / active EE | $953 | $4,196-77.3% | $3,881-75.4% | $6,396-85.1% |
| Admin fee / account holder | $9,730 | $6,600+47.4% | $6,199+57.0% | $12,562-22.5% |