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 | $108,622 | $127,387-14.7% | $115,038-5.6% | $125,389-13.4% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -5.11% | 31.28%-36.4pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $841 | $5,166-83.7% | $4,608-81.7% | $4,866-82.7% |
| Participant deferral / active EE | $1,552 | $6,423-75.8% | $6,026-74.2% | $5,352-71.0% |
| Admin fee / account holder | $2,472 | $9,516-74.0% | $8,175-69.8% | $9,541-74.1% |