Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,615 | $28,624-66.4% | $53,647-82.1% | $82,637-88.4% |
| Participation rate | 12.8% | 47.3%-34.5pp | 56.3%-43.5pp | 68.1%-55.2pp |
| Annual return | 8.75% | 664.98%-656.2pp | 358.33%-349.6pp | 53.51%-44.8pp |
| Employer contribution / active EE | $63 | $637-90.2% | $962-93.5% | $2,552-97.5% |
| Participant deferral / active EE | $423 | $1,196-64.7% | $1,813-76.7% | $4,126-89.8% |
| Admin fee / account holder | $783 | $2,022-61.3% | $2,460-68.2% | $7,339-89.3% |