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 | $50,842 | $101,539-49.9% | $147,041-65.4% | $74,400-31.7% |
| Participation rate | 55.9% | 75.5%-19.7pp | 82.2%-26.3pp | 67.2%-11.4pp |
| Annual return | 12.72% | 8740.84%-8728.1pp | 419.21%-406.5pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $1,432 | $3,811-62.4% | $4,935-71.0% | $2,624-45.4% |
| Participant deferral / active EE | $2,929 | $7,304-59.9% | $8,071-63.7% | $4,348-32.6% |
| Admin fee / account holder | $1,535 | $1,749-12.3% | $13,006-88.2% | $1,944-21.0% |