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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,438 | $80,812-80.9% | $160,784-90.4% | $82,448-81.3% |
| Participation rate | 64.3% | 66.2%-1.9pp | 77.0%-12.7pp | 68.1%-3.8pp |
| Annual return | 8.57% | 100.59%-92.0pp | 1803.92%-1795.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $26 | $2,174-98.8% | $3,733-99.3% | $2,551-99.0% |
| Participant deferral / active EE | $2,244 | $4,335-48.2% | $6,293-64.3% | $4,139-45.8% |
| Admin fee / account holder | $2,867 | $7,695-62.7% | $9,717-70.5% | $7,234-60.4% |