Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,507 | $100,073-64.5% | $85,126-58.3% | $145,877-75.7% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 6.23% | 84.11%-77.9pp | 66.63%-60.4pp | 551.28%-545.1pp |
| Employer contribution / active EE | $259 | $3,236-92.0% | $2,731-90.5% | $4,663-94.5% |
| Participant deferral / active EE | $2,207 | $5,294-58.3% | $4,523-51.2% | $6,691-67.0% |
| Admin fee / account holder | $878 | $7,261-87.9% | $6,160-85.8% | $13,402-93.5% |