Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,001 | $30,437-63.9% | $56,033-80.4% | $74,459-85.2% |
| Participation rate | 8.6% | 32.9%-24.3pp | 52.5%-43.9pp | 67.2%-58.6pp |
| Annual return | 8.86% | 24.96%-16.1pp | 1711.38%-1702.5pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $360 | $1,176-69.4% | $1,954-81.6% | $4,350-91.7% |
| Admin fee / account holder | $941 | $2,363-60.2% | $2,827-66.7% | $1,945-51.6% |