Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $167,596 | $111,785+49.9% | $93,669+78.9% | $145,877+14.9% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 0.72% | 203.79%-203.1pp | 133.59%-132.9pp | 551.28%-550.6pp |
| Employer contribution / active EE | $1,901 | $3,096-38.6% | $2,424-21.6% | $4,663-59.2% |
| Participant deferral / active EE | $3,888 | $4,919-21.0% | $4,416-12.0% | $6,691-41.9% |
| Admin fee / account holder | $3,431 | $10,256-66.5% | $8,291-58.6% | $13,402-74.4% |