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.
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 | $28,878 | $77,920-62.9% | $149,723-80.7% | $75,177-61.6% |
| Participation rate | 10.7% | 65.6%-54.9pp | 78.8%-68.1pp | 67.2%-56.5pp |
| Annual return | 11.61% | 31.72%-20.1pp | 134.50%-122.9pp | 160.75%-149.1pp |
| Employer contribution / active EE | $401 | $3,138-87.2% | $4,821-91.7% | $2,671-85.0% |
| Participant deferral / active EE | $401 | $3,411-88.2% | $5,682-92.9% | $4,126-90.3% |
| Admin fee / account holder | $803 | $5,951-86.5% | $13,215-93.9% | $5,651-85.8% |