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 | $126,113+56.0% | $116,096+69.5% | $155,188+26.8% |
| Participation rate | 38.5% | 75.1%-36.7pp | 73.3%-34.9pp | 80.8%-42.3pp |
| Annual return | 0.78% | 391.72%-390.9pp | 326.25%-325.5pp | 148.84%-148.1pp |
| Employer contribution / active EE | $740 | $2,672-72.3% | $2,503-70.5% | $4,248-82.6% |
| Participant deferral / active EE | $953 | $4,162-77.1% | $3,952-75.9% | $6,531-85.4% |
| Admin fee / account holder | $9,730 | $8,045+20.9% | $7,704+26.3% | $14,480-32.8% |