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 | $14,879 | $48,327-69.2% | $67,575-78.0% | $80,935-81.6% |
| Participation rate | 22.4% | 66.4%-44.0pp | 72.9%-50.5pp | 67.7%-45.3pp |
| Annual return | 10.60% | 18.31%-7.7pp | 3528.98%-3518.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,537 | $2,927-47.5% | $4,003-61.6% | $4,299-64.3% |
| Admin fee / account holder | $3,065 | $3,692-17.0% | $3,993-23.2% | $6,924-55.7% |