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 | $98,902 | $94,436+4.7% | $115,599-14.4% | $82,637+19.7% |
| Participation rate | 53.3% | 70.4%-17.1pp | 74.3%-20.9pp | 68.1%-14.7pp |
| Annual return | 11.01% | 18.37%-7.4pp | 111.10%-100.1pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,655 | $3,955-58.2% | $4,889-66.2% | $4,126-59.9% |
| Admin fee / account holder | $3,231 | $10,328-68.7% | $12,841-74.8% | $7,339-56.0% |