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 | $67,041 | $107,941-37.9% | $91,994-27.1% | $152,897-56.2% |
| Participation rate | 30.4% | 81.2%-50.8pp | 78.6%-48.2pp | 82.5%-52.0pp |
| Annual return | 13.43% | 89.28%-75.9pp | 69.04%-55.6pp | 345.43%-332.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,222 | $6,366-80.8% | $5,924-79.4% | $5,851-79.1% |
| Admin fee / account holder | $27,387 | $10,521+160.3% | $7,744+253.7% | $11,599+136.1% |