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 | $21,035 | $57,140-63.2% | $85,240-75.3% | $80,959-74.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | 8.75% | 21.71%-13.0pp | 66.75%-58.0pp | 35.67%-26.9pp |
| Employer contribution / active EE | $131 | $1,802-92.7% | $2,735-95.2% | $2,757-95.2% |
| Participant deferral / active EE | $1,747 | $3,115-43.9% | $4,527-61.4% | $4,300-59.4% |
| Admin fee / account holder | $5,035 | $4,992+0.9% | $6,165-18.3% | $6,925-27.3% |