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 | $43,995 | $129,737-66.1% | $119,126-63.1% | $154,746-71.6% |
| Participation rate | 45.8% | 78.9%-33.0pp | 75.8%-29.9pp | 80.7%-34.9pp |
| Annual return | 6.13% | 379.08%-372.9pp | 282.11%-276.0pp | 172.34%-166.2pp |
| Employer contribution / active EE | $404 | $4,375-90.8% | $4,034-90.0% | $4,379-90.8% |
| Participant deferral / active EE | $1,975 | $5,842-66.2% | $5,318-62.9% | $6,730-70.7% |
| Admin fee / account holder | $104,737 | $11,961+775.7% | $10,693+879.5% | $14,365+629.1% |