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 | $54,295 | $107,353-49.4% | $92,903-41.6% | $152,885-64.5% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 3.89% | 145.62%-141.7pp | 109.43%-105.5pp | 345.39%-341.5pp |
| Employer contribution / active EE | $434 | $4,222-89.7% | $3,653-88.1% | $4,763-90.9% |
| Participant deferral / active EE | $2,334 | $4,848-51.9% | $4,238-44.9% | $5,851-60.1% |
| Admin fee / account holder | $66,433 | $7,081+838.2% | $5,795+1046.4% | $11,598+472.8% |