Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,454 | $129,737-85.0% | $119,126-83.7% | $154,746-87.4% |
| Participation rate | 45.0% | 78.9%-33.9pp | 75.8%-30.8pp | 80.7%-35.7pp |
| Annual return | 8.05% | 379.08%-371.0pp | 282.11%-274.1pp | 172.34%-164.3pp |
| Employer contribution / active EE | $954 | $4,375-78.2% | $4,034-76.4% | $4,379-78.2% |
| Participant deferral / active EE | $2,044 | $5,842-65.0% | $5,318-61.6% | $6,730-69.6% |
| Admin fee / account holder | $1,653 | $11,961-86.2% | $10,693-84.5% | $14,365-88.5% |