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 | $247,360 | $91,559+170.2% | $133,978+84.6% | $79,856+209.8% |
| Participation rate | 8.8% | 73.3%-64.5pp | 79.8%-71.0pp | 69.6%-60.8pp |
| Annual return | 8.17% | 61.85%-53.7pp | 45.10%-36.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $374 | $3,734-90.0% | $5,047-92.6% | $3,741-90.0% |
| Admin fee / account holder | $1,203 | $6,321-81.0% | $8,930-86.5% | $5,306-77.3% |