Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,048 | $65,575-69.4% | $86,209-76.7% | $75,181-73.3% |
| Participation rate | 31.2% | 60.5%-29.3pp | 69.0%-37.8pp | 67.2%-36.0pp |
| Annual return | 8.36% | 46.07%-37.7pp | 1169.05%-1160.7pp | 160.69%-152.3pp |
| Employer contribution / active EE | $449 | $1,553-71.1% | $2,381-81.1% | $2,671-83.2% |
| Participant deferral / active EE | $716 | $3,023-76.3% | $3,986-82.0% | $4,126-82.6% |
| Admin fee / account holder | $1,501 | $5,470-72.6% | $6,853-78.1% | $5,650-73.4% |