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 | $107,872 | $108,911-1.0% | $100,392+7.5% | $145,884-26.1% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 8.80% | 58.23%-49.4pp | 49.45%-40.7pp | 551.85%-543.0pp |
| Employer contribution / active EE | $441 | $4,420-90.0% | $3,941-88.8% | $4,662-90.5% |
| Participant deferral / active EE | $647 | $8,459-92.4% | $8,090-92.0% | $6,690-90.3% |
| Admin fee / account holder | $6,990 | $9,698-27.9% | $7,904-11.6% | $13,392-47.8% |