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.
Participant 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 | $86,053 | $101,653-15.3% | $147,080-41.5% | $74,459+15.6% |
| Participation rate | 53.4% | 75.6%-22.2pp | 82.2%-28.8pp | 67.2%-13.8pp |
| Annual return | 10.69% | 8754.98%-8744.3pp | 420.17%-409.5pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,013 | $3,813-73.4% | $4,933-79.5% | $2,626-61.4% |
| Participant deferral / active EE | $2,602 | $7,304-64.4% | $8,066-67.7% | $4,350-40.2% |
| Admin fee / account holder | $889 | $1,752-49.3% | $12,989-93.2% | $1,945-54.3% |