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 | $99,247 | $169,361-41.4% | $129,397-23.3% | $145,877-32.0% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.6%-25.2pp | 80.3%-35.9pp |
| Annual return | 5.22% | 14395.54%-14390.3pp | 9453.98%-9448.8pp | 551.28%-546.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,272 | $4,987-14.3% | $4,167+2.5% | $6,691-36.1% |
| Admin fee / account holder | $9,271 | $9,903-6.4% | $7,679+20.7% | $13,402-30.8% |