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 | $63,174 | $90,691-30.3% | $76,119-17.0% | $145,884-56.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 4.91% | 624.52%-619.6pp | 361.25%-356.3pp | 551.85%-546.9pp |
| Employer contribution / active EE | $1,210 | $3,329-63.6% | $2,693-55.1% | $4,662-74.0% |
| Participant deferral / active EE | $841 | $5,167-83.7% | $4,259-80.3% | $6,690-87.4% |
| Admin fee / account holder | $1,012 | $8,383-87.9% | $6,421-84.2% | $13,392-92.4% |