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 | $77,784 | $166,020-53.1% | $164,866-52.8% | $145,959-46.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 4.83% | 100.08%-95.3pp | 69.97%-65.1pp | 561.95%-557.1pp |
| Employer contribution / active EE | $408 | $5,275-92.3% | $4,343-90.6% | $4,661-91.2% |
| Participant deferral / active EE | $5,581 | $6,961-19.8% | $6,033-7.5% | $6,689-16.6% |
| Admin fee / account holder | $121,852 | $16,644+632.1% | $12,689+860.3% | $13,398+809.5% |