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 | $29,715 | $77,638-61.7% | $156,551-81.0% | $62,881-52.7% |
| Participation rate | 25.0% | 71.2%-46.2pp | 84.0%-59.0pp | 69.3%-44.3pp |
| Annual return | 4.29% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,976 | $3,444-42.6% | $5,501-64.1% | $2,281-13.4% |
| Participant deferral / active EE | $802 | $3,046-73.7% | $4,871-83.5% | $3,203-75.0% |
| Admin fee / account holder | $657 | $5,561-88.2% | $13,028-95.0% | $4,296-84.7% |