Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $85,367 | $52,353+63.1% | $120,225-29.0% | $82,448+3.5% |
| Participation rate | 4.2% | 58.3%-54.1pp | 69.6%-65.4pp | 68.1%-63.9pp |
| Annual return | 10.08% | 61.85%-51.8pp | 439.23%-429.2pp | 41.64%-31.6pp |
| Employer contribution / active EE | $200 | $1,510-86.8% | $3,475-94.2% | $2,551-92.2% |
| Participant deferral / active EE | $727 | $2,627-72.3% | $3,999-81.8% | $4,139-82.4% |
| Admin fee / account holder | $1,236 | $4,363-71.7% | $5,696-78.3% | $7,234-82.9% |