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 | $24,963 | $48,337-48.4% | $67,560-63.0% | $80,959-69.2% |
| Participation rate | 19.4% | 66.4%-47.1pp | 72.9%-53.6pp | 67.7%-48.3pp |
| Annual return | 6.80% | 18.26%-11.5pp | 3533.50%-3526.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $283 | $2,928-90.3% | $4,004-92.9% | $4,300-93.4% |
| Admin fee / account holder | $462 | $3,695-87.5% | $3,994-88.4% | $6,925-93.3% |