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 | $25,952 | $76,407-66.0% | $150,298-82.7% | $82,448-68.5% |
| Participation rate | 43.1% | 66.4%-23.3pp | 77.8%-34.7pp | 68.1%-25.0pp |
| Annual return | 12.46% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $524 | $2,614-80.0% | $4,154-87.4% | $2,551-79.5% |
| Participant deferral / active EE | $554 | $3,214-82.8% | $5,453-89.8% | $4,139-86.6% |
| Admin fee / account holder | $352 | $6,352-94.5% | $14,116-97.5% | $7,234-95.1% |