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 | $32,244 | $172,111-81.3% | $150,298-78.5% | $137,256-76.5% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 10.28% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,038 | $4,636-77.6% | $4,154-75.0% | $4,156-75.0% |
| Participant deferral / active EE | $1,089 | $6,166-82.3% | $5,453-80.0% | $6,407-83.0% |
| Admin fee / account holder | $30,213 | $16,471+83.4% | $14,116+114.0% | $12,270+146.2% |