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 | $51,218 | $55,446-7.6% | $155,574-67.1% | $74,429-31.2% |
| Participation rate | 39.9% | 61.9%-22.0pp | 78.2%-38.3pp | 67.2%-27.3pp |
| Annual return | 10.27% | 269.20%-258.9pp | 64.87%-54.6pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $257 | $2,266-88.6% | $4,676-94.5% | $2,625-90.2% |
| Participant deferral / active EE | $2,117 | $2,836-25.4% | $5,629-62.4% | $4,348-51.3% |
| Admin fee / account holder | $2,834 | $1,743+62.6% | $15,914-82.2% | $1,944+45.7% |