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 | $40,535 | $154,228-73.7% | $145,433-72.1% | $137,256-70.5% |
| Participation rate | 11.1% | 83.8%-72.7pp | 82.1%-71.0pp | 80.0%-68.8pp |
| Annual return | 0.26% | 74.59%-74.3pp | 66.58%-66.3pp | 220.34%-220.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $755 | $8,216-90.8% | $7,897-90.4% | $6,407-88.2% |
| Admin fee / account holder | $6,017 | $14,344-58.1% | $13,129-54.2% | $12,270-51.0% |