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 | $28,245 | $124,346-77.3% | $111,306-74.6% | $167,553-83.1% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 5.92% | 37.46%-31.5pp | 54.67%-48.7pp | 478.89%-473.0pp |
| Employer contribution / active EE | $947 | $3,438-72.5% | $2,732-65.3% | $4,840-80.4% |
| Participant deferral / active EE | $1,040 | $5,182-79.9% | $4,488-76.8% | $6,343-83.6% |
| Admin fee / account holder | $918 | $10,623-91.4% | $7,966-88.5% | $12,316-92.5% |