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 | $167,641 | $68,097+146.2% | $62,929+166.4% | $137,256+22.1% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 8.63% | 1859.11%-1850.5pp | 1063.93%-1055.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $439 | $2,811-84.4% | $2,505-82.5% | $4,156-89.4% |
| Participant deferral / active EE | $518 | $4,553-88.6% | $3,888-86.7% | $6,407-91.9% |
| Admin fee / account holder | $111,714 | $6,521+1613.0% | $5,065+2105.8% | $12,270+810.5% |