Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,957 | $48,337-71.1% | $67,560-79.3% | $80,959-82.8% |
| Participation rate | 66.7% | 66.4%+0.2pp | 72.9%-6.3pp | 67.7%-1.0pp |
| Annual return | 9.42% | 18.26%-8.8pp | 3533.50%-3524.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,216 | $2,928-24.3% | $4,004-44.6% | $4,300-48.5% |
| Admin fee / account holder | $592 | $3,695-84.0% | $3,994-85.2% | $6,925-91.4% |