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 | $107,089 | $123,155-13.0% | $108,753-1.5% | $155,188-31.0% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | -4.84% | 44.73%-49.6pp | 37.47%-42.3pp | 148.84%-153.7pp |
| Employer contribution / active EE | $500 | $2,811-82.2% | $2,427-79.4% | $4,248-88.2% |
| Participant deferral / active EE | $381 | $4,623-91.8% | $4,115-90.8% | $6,531-94.2% |
| Admin fee / account holder | $327 | $12,126-97.3% | $10,320-96.8% | $14,480-97.7% |