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 | $33,223 | $209,425-84.1% | $178,499-81.4% | $158,966-79.1% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 1.26% | 188.80%-187.5pp | 151.10%-149.8pp | 302.95%-301.7pp |
| Employer contribution / active EE | $546 | $5,707-90.4% | $5,011-89.1% | $4,762-88.5% |
| Participant deferral / active EE | $2,397 | $5,955-59.8% | $5,202-53.9% | $5,983-59.9% |
| Admin fee / account holder | $143,245 | $17,078+738.8% | $13,986+924.2% | $11,250+1173.3% |