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 | $39,958 | $159,978-75.0% | $147,041-72.8% | $145,978-72.6% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 9.66% | 98.36%-88.7pp | 419.21%-409.5pp | 550.52%-540.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,632 | $8,429-68.8% | $8,071-67.4% | $6,690-60.7% |
| Admin fee / account holder | $2,838 | $15,053-81.1% | $13,006-78.2% | $13,400-78.8% |