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 | $171,209 | $99,647+71.8% | $86,439+98.1% | $134,509+27.3% |
| Participation rate | 37.5% | 82.1%-44.6pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -27.60% | 6784.13%-6811.7pp | 4395.55%-4423.1pp | 418.13%-445.7pp |
| Employer contribution / active EE | $232 | $4,401-94.7% | $3,769-93.8% | $4,741-95.1% |
| Participant deferral / active EE | $3,718 | $7,246-48.7% | $6,952-46.5% | $6,400-41.9% |
| Admin fee / account holder | $511 | $8,373-93.9% | $6,732-92.4% | $11,427-95.5% |