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 | $22,217 | $84,236-73.6% | $170,439-87.0% | $70,124-68.3% |
| Participation rate | 55.3% | 70.8%-15.5pp | 83.6%-28.3pp | 69.5%-14.2pp |
| Annual return | 9.33% | 23.06%-13.7pp | 205.94%-196.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $361 | $3,387-89.3% | $5,433-93.3% | $2,342-84.6% |
| Participant deferral / active EE | $1,483 | $3,086-51.9% | $4,939-70.0% | $3,332-55.5% |
| Admin fee / account holder | $1,389 | $5,698-75.6% | $13,881-90.0% | $4,645-70.1% |