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 | $64,547 | $183,539-64.8% | $155,556-58.5% | $145,897-55.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.45% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,287 | $5,315-75.8% | $4,675-72.5% | $4,663-72.4% |
| Participant deferral / active EE | $109 | $6,467-98.3% | $5,631-98.1% | $6,689-98.4% |
| Admin fee / account holder | $4,232 | $19,275-78.0% | $15,885-73.4% | $13,390-68.4% |