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 | $145,789 | $185,312-21.3% | $161,489-9.7% | $154,746-5.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 3.14% | 103.84%-100.7pp | 89.72%-86.6pp | 172.34%-169.2pp |
| Employer contribution / active EE | $1,118 | $4,769-76.6% | $4,268-73.8% | $4,379-74.5% |
| Participant deferral / active EE | $1,397 | $6,350-78.0% | $5,630-75.2% | $6,730-79.2% |
| Admin fee / account holder | $1,205 | $18,654-93.5% | $16,006-92.5% | $14,365-91.6% |