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 | $51,631 | $88,672-41.8% | $105,223-50.9% | $82,448-37.4% |
| Participation rate | 47.5% | 67.9%-20.5pp | 75.0%-27.6pp | 68.1%-20.6pp |
| Annual return | 6.57% | 30.86%-24.3pp | 180.65%-174.1pp | 41.64%-35.1pp |
| Employer contribution / active EE | $1,126 | $3,048-63.1% | $3,689-69.5% | $2,551-55.9% |
| Participant deferral / active EE | $1,637 | $4,036-59.4% | $5,072-67.7% | $4,139-60.5% |
| Admin fee / account holder | $473 | $7,146-93.4% | $8,859-94.7% | $7,234-93.5% |