Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,539 | $138,102-63.4% | $125,381-59.7% | $134,532-62.4% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -22.04% | 750.73%-772.8pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $536 | $5,245-89.8% | $4,815-88.9% | $4,741-88.7% |
| Participant deferral / active EE | $10,504 | $7,801+34.7% | $7,448+41.0% | $6,401+64.1% |
| Admin fee / account holder | $906 | $11,568-92.2% | $10,007-90.9% | $11,429-92.1% |