Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $236,893 | $68,398+246.3% | $94,664+150.2% | $75,173+215.1% |
| Participation rate | 17.0% | 76.1%-59.1pp | 80.8%-63.8pp | 67.2%-50.2pp |
| Annual return | 14.26% | 616.72%-602.5pp | 156.84%-142.6pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,289 | $6,537-65.0% | $7,417-69.1% | $4,126-44.5% |
| Admin fee / account holder | $5,758 | $5,324+8.2% | $7,222-20.3% | $5,651+1.9% |