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 | $69,109 | $102,385-32.5% | $147,080-53.0% | $80,935-14.6% |
| Participation rate | 25.6% | 75.9%-50.2pp | 82.2%-56.5pp | 67.7%-42.0pp |
| Annual return | 9.77% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,223 | $3,717-67.1% | $4,933-75.2% | $2,757-55.6% |
| Participant deferral / active EE | $2,242 | $6,651-66.3% | $8,066-72.2% | $4,299-47.8% |
| Admin fee / account holder | $11,558 | $7,951+45.4% | $12,989-11.0% | $6,924+66.9% |