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 | $107,206 | $100,970+6.2% | $96,576+11.0% | $137,256-21.9% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 9.11% | 38.16%-29.0pp | 38.47%-29.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $265 | $3,809-93.0% | $3,553-92.5% | $4,156-93.6% |
| Participant deferral / active EE | $389 | $8,286-95.3% | $7,956-95.1% | $6,407-93.9% |
| Admin fee / account holder | $42,098 | $11,312+272.2% | $11,381+269.9% | $12,270+243.1% |