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 | $57,254 | $83,369-31.3% | $105,223-45.6% | $67,986-15.8% |
| Participation rate | 31.3% | 56.3%-25.0pp | 75.0%-43.8pp | 57.2%-26.0pp |
| Annual return | 11.41% | 24.64%-13.2pp | 180.65%-169.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $795 | $3,295-75.9% | $5,072-84.3% | $3,358-76.3% |
| Admin fee / account holder | $842 | $4,073-79.3% | $8,859-90.5% | $3,203-73.7% |