Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,164 | $108,882-87.0% | $96,754-85.4% | $154,746-90.8% |
| Participation rate | 56.3% | 75.1%-18.8pp | 70.3%-14.0pp | 80.7%-24.5pp |
| Annual return | 3.79% | 98.39%-94.6pp | 82.04%-78.2pp | 172.34%-168.5pp |
| Employer contribution / active EE | $598 | $3,018-80.2% | $2,679-77.7% | $4,379-86.3% |
| Participant deferral / active EE | $836 | $5,323-84.3% | $4,758-82.4% | $6,730-87.6% |
| Admin fee / account holder | $13,507 | $10,200+32.4% | $8,905+51.7% | $14,365-6.0% |