Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $203,661 | $110,410+84.5% | $102,437+98.8% | $145,897+39.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 6.62% | 24.85%-18.2pp | 24.95%-18.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $510 | $4,217-87.9% | $3,871-86.8% | $4,663-89.1% |
| Participant deferral / active EE | $2,738 | $5,622-51.3% | $5,060-45.9% | $6,689-59.1% |
| Admin fee / account holder | $213,292 | $9,745+2088.7% | $8,388+2442.8% | $13,390+1492.9% |