Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,379 | $86,949-63.9% | $102,460-69.4% | $80,959-61.2% |
| Participation rate | 23.6% | 72.4%-48.7pp | 76.5%-52.9pp | 67.7%-44.0pp |
| Annual return | 9.62% | 18.89%-9.3pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,254 | $2,370-47.1% | $3,025-58.6% | $2,757-54.5% |
| Participant deferral / active EE | $1,799 | $4,121-56.3% | $5,056-64.4% | $4,300-58.2% |
| Admin fee / account holder | $598 | $8,048-92.6% | $9,460-93.7% | $6,925-91.4% |