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 | $65,755 | $124,346-47.1% | $111,308-40.9% | $167,536-60.8% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 6.30% | 37.45%-31.1pp | 54.67%-48.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $348 | $3,437-89.9% | $2,732-87.3% | $4,839-92.8% |
| Participant deferral / active EE | $1,836 | $5,182-64.6% | $4,487-59.1% | $6,342-71.0% |
| Admin fee / account holder | $1,002 | $10,621-90.6% | $7,965-87.4% | $12,315-91.9% |