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 | $225,149 | $52,353+330.1% | $120,225+87.3% | $82,448+173.1% |
| Participation rate | 55.9% | 58.3%-2.4pp | 69.6%-13.7pp | 68.1%-12.2pp |
| Annual return | 12.64% | 61.85%-49.2pp | 439.23%-426.6pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,204 | $2,627-16.1% | $3,999-44.9% | $4,139-46.8% |
| Admin fee / account holder | $5,217 | $4,363+19.6% | $5,696-8.4% | $7,234-27.9% |