Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,557 | $125,797-60.6% | $170,057-70.9% | $75,177-34.1% |
| Participation rate | 40.4% | 83.6%-43.2pp | 87.0%-46.6pp | 67.2%-26.8pp |
| Annual return | 11.62% | 27.20%-15.6pp | 53.42%-41.8pp | 160.75%-149.1pp |
| Employer contribution / active EE | $1,546 | $4,616-66.5% | $6,790-77.2% | $2,671-42.1% |
| Participant deferral / active EE | $2,936 | $6,838-57.1% | $10,411-71.8% | $4,126-28.8% |
| Admin fee / account holder | $3,358 | $8,177-58.9% | $12,826-73.8% | $5,651-40.6% |