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.
Participant 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 | $213,835 | $150,447+42.1% | $136,298+56.9% | $147,586+44.9% |
| Participation rate | 35.7% | 84.4%-48.7pp | 81.9%-46.2pp | 82.8%-47.1pp |
| Annual return | 0.79% | 1049.15%-1048.4pp | 5156.27%-5155.5pp | 578.59%-577.8pp |
| Employer contribution / active EE | $6,999 | $5,256+33.1% | $4,696+49.0% | $4,876+43.5% |
| Participant deferral / active EE | $19 | $6,631-99.7% | $6,247-99.7% | $5,439-99.6% |
| Admin fee / account holder | $37,425 | $10,906+243.2% | $9,244+304.9% | $10,886+243.8% |