Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,339 | $72,426-73.3% | $67,560-71.4% | $145,897-86.7% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 8.22% | 7226.78%-7218.6pp | 3533.50%-3525.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $365 | $3,074-88.1% | $2,737-86.7% | $4,663-92.2% |
| Participant deferral / active EE | $506 | $4,785-89.4% | $4,004-87.4% | $6,689-92.4% |
| Admin fee / account holder | $1,710 | $5,514-69.0% | $3,994-57.2% | $13,390-87.2% |