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 | $55,879 | $101,778-45.1% | $164,975-66.1% | $80,925-30.9% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 9.24% | 16.73%-7.5pp | 70.12%-60.9pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,376 | $2,954-53.4% | $4,343-68.3% | $2,756-50.1% |
| Participant deferral / active EE | $1,886 | $4,477-57.9% | $6,033-68.7% | $4,299-56.1% |
| Admin fee / account holder | $6,515 | $8,221-20.7% | $12,688-48.6% | $6,940-6.1% |