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 | $73,755 | $202,342-63.5% | $172,753-57.3% | $152,909-51.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 4.21% | 1029.88%-1025.7pp | 803.00%-798.8pp | 345.46%-341.3pp |
| Employer contribution / active EE | $768 | $5,857-86.9% | $5,144-85.1% | $4,764-83.9% |
| Participant deferral / active EE | $3,765 | $5,948-36.7% | $5,198-27.6% | $5,851-35.7% |
| Admin fee / account holder | $14,189 | $17,112-17.1% | $13,956+1.7% | $11,601+22.3% |