Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant 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 | $27,849 | $72,471-61.6% | $94,215-70.4% | $86,983-68.0% |
| Participation rate | 19.2% | 63.9%-44.7pp | 70.0%-50.8pp | 69.5%-50.4pp |
| Annual return | 6.07% | 26.44%-20.4pp | 28.22%-22.2pp | 25.83%-19.8pp |
| Employer contribution / active EE | $579 | $1,936-70.1% | $2,675-78.3% | $2,584-77.6% |
| Participant deferral / active EE | $979 | $3,397-71.2% | $4,276-77.1% | $4,194-76.7% |
| Admin fee / account holder | $333 | $6,468-94.8% | $10,216-96.7% | $7,856-95.8% |