Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,533 | $88,710-23.9% | $81,783-17.4% | $145,959-53.7% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.4%-61.2pp | 80.3%-69.2pp |
| Annual return | 0.77% | 1027.26%-1026.5pp | 775.05%-774.3pp | 561.95%-561.2pp |
| Employer contribution / active EE | $84 | $3,083-97.3% | $2,913-97.1% | $4,661-98.2% |
| Participant deferral / active EE | $1,694 | $4,645-63.5% | $4,320-60.8% | $6,689-74.7% |
| Admin fee / account holder | $1,447 | $8,407-82.8% | $7,380-80.4% | $13,398-89.2% |