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 | $89,596 | $102,595-12.7% | $94,057-4.7% | $154,746-42.1% |
| Participation rate | 45.5% | 76.0%-30.5pp | 73.3%-27.9pp | 80.7%-35.2pp |
| Annual return | 9.11% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $787 | $3,147-75.0% | $2,933-73.2% | $4,379-82.0% |
| Participant deferral / active EE | $1,026 | $5,118-80.0% | $4,709-78.2% | $6,730-84.8% |
| Admin fee / account holder | $1,730 | $7,736-77.6% | $7,244-76.1% | $14,365-88.0% |