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 | $83,454 | $157,304-46.9% | $141,197-40.9% | $152,909-45.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 11.49% | 64.34%-52.9pp | 71.41%-59.9pp | 345.46%-334.0pp |
| Employer contribution / active EE | $993 | $5,263-81.1% | $4,736-79.0% | $4,764-79.2% |
| Participant deferral / active EE | $1,299 | $7,111-81.7% | $6,710-80.6% | $5,851-77.8% |
| Admin fee / account holder | $3,461 | $12,126-71.5% | $10,265-66.3% | $11,601-70.2% |