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 | $67,156 | $159,934-58.0% | $147,005-54.3% | $145,959-54.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.21% | 98.24%-91.0pp | 418.76%-411.6pp | 561.95%-554.7pp |
| Employer contribution / active EE | $7,158 | $5,287+35.4% | $4,934+45.1% | $4,661+53.6% |
| Participant deferral / active EE | $668 | $8,427-92.1% | $8,070-91.7% | $6,689-90.0% |
| Admin fee / account holder | $24,942 | $15,053+65.7% | $13,006+91.8% | $13,398+86.2% |