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 | $32,281 | $88,754-63.6% | $81,820-60.5% | $145,877-77.9% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 9.20% | 1031.77%-1022.6pp | 777.93%-768.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $113 | $3,085-96.3% | $2,915-96.1% | $4,663-97.6% |
| Participant deferral / active EE | $2,260 | $4,648-51.4% | $4,323-47.7% | $6,691-66.2% |
| Admin fee / account holder | $6,147 | $8,424-27.0% | $7,391-16.8% | $13,402-54.1% |