Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,890 | $29,736-43.2% | $56,033-69.9% | $80,935-79.1% |
| Participation rate | 10.2% | 41.7%-31.5pp | 52.5%-42.3pp | 67.7%-57.4pp |
| Annual return | 10.48% | 35.28%-24.8pp | 1711.38%-1700.9pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $401 | $1,228-67.4% | $1,954-79.5% | $4,299-90.7% |
| Admin fee / account holder | $2,188 | $2,434-10.1% | $2,827-22.6% | $6,924-68.4% |