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 | $92,812 | $88,754+4.6% | $81,820+13.4% | $145,877-36.4% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 9.24% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $94 | $3,085-97.0% | $2,915-96.8% | $4,663-98.0% |
| Participant deferral / active EE | $3,133 | $4,648-32.6% | $4,323-27.5% | $6,691-53.2% |
| Admin fee / account holder | $435 | $8,424-94.8% | $7,391-94.1% | $13,402-96.8% |