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 | $93,069 | $176,071-47.1% | $159,450-41.6% | $167,497-44.4% |
| Participation rate | 69.6% | 84.9%-15.4pp | 82.8%-13.3pp | 82.1%-12.5pp |
| Annual return | 9.75% | 331.79%-322.0pp | 263.60%-253.8pp | 478.62%-468.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,660 | $7,750-27.0% | $7,352-23.0% | $6,341-10.8% |
| Admin fee / account holder | $376 | $12,555-97.0% | $10,800-96.5% | $12,310-96.9% |