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 | $37,724 | $79,223-52.4% | $102,460-63.2% | $74,478-49.3% |
| Participation rate | 48.1% | 74.8%-26.7pp | 76.5%-28.4pp | 67.2%-19.2pp |
| Annual return | 8.52% | 54.98%-46.5pp | 29.47%-21.0pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $1,417 | $2,363-40.0% | $3,025-53.2% | $2,626-46.0% |
| Participant deferral / active EE | $1,892 | $4,417-57.2% | $5,056-62.6% | $4,350-56.5% |
| Admin fee / account holder | $17,359 | $2,003+766.6% | $9,460+83.5% | $1,946+792.1% |