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 | $20,215 | $58,241-65.3% | $81,780-75.3% | $80,911-75.0% |
| Participation rate | 46.9% | 63.4%-16.6pp | 72.4%-25.5pp | 67.6%-20.8pp |
| Annual return | 4.13% | 41.73%-37.6pp | 776.27%-772.1pp | 35.63%-31.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,581 | $3,283-51.8% | $4,321-63.4% | $4,297-63.2% |
| Admin fee / account holder | $2,599 | $4,973-47.7% | $7,384-64.8% | $6,935-62.5% |