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 | $84,131 | $51,638+62.9% | $129,406-35.0% | $80,959+3.9% |
| Participation rate | 25.6% | 56.9%-31.4pp | 69.6%-44.1pp | 67.7%-42.1pp |
| Annual return | 8.46% | 20.78%-12.3pp | 9468.18%-9459.7pp | 35.67%-27.2pp |
| Employer contribution / active EE | $423 | $1,584-73.3% | $4,155-89.8% | $2,757-84.7% |
| Participant deferral / active EE | $637 | $2,670-76.1% | $4,167-84.7% | $4,300-85.2% |
| Admin fee / account holder | $1,030 | $4,313-76.1% | $7,689-86.6% | $6,925-85.1% |