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 | $153,222 | $55,446+176.3% | $155,574-1.5% | $74,429+105.9% |
| Participation rate | 11.6% | 61.9%-50.3pp | 78.2%-66.6pp | 67.2%-55.6pp |
| Annual return | 10.23% | 269.20%-259.0pp | 64.87%-54.6pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $268 | $2,266-88.2% | $4,676-94.3% | $2,625-89.8% |
| Participant deferral / active EE | $1,394 | $2,836-50.8% | $5,629-75.2% | $4,348-67.9% |
| Admin fee / account holder | $1,154 | $1,743-33.8% | $15,914-92.7% | $1,944-40.6% |