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 | $50,467 | $65,566-23.0% | $86,235-41.5% | $75,177-32.9% |
| Participation rate | 34.1% | 60.5%-26.4pp | 69.0%-34.9pp | 67.2%-33.1pp |
| Annual return | 11.93% | 46.07%-34.1pp | 1170.03%-1158.1pp | 160.75%-148.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,499 | $3,023-50.4% | $3,987-62.4% | $4,126-63.7% |
| Admin fee / account holder | $1,735 | $5,470-68.3% | $6,856-74.7% | $5,651-69.3% |