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 | $78,235 | $180,459-56.6% | $154,108-49.2% | $135,380-42.2% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -22.80% | 888.21%-911.0pp | 735.21%-758.0pp | 519.81%-542.6pp |
| Employer contribution / active EE | $106 | $6,035-98.2% | $5,298-98.0% | $4,779-97.8% |
| Participant deferral / active EE | $4,419 | $5,806-23.9% | $5,081-13.0% | $5,609-21.2% |
| Admin fee / account holder | $1,570 | $16,145-90.3% | $13,411-88.3% | $10,828-85.5% |