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 | $58,636 | $86,294-32.1% | $111,303-47.3% | $85,856-31.7% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 10.57% | 19.99%-9.4pp | 54.66%-44.1pp | 318.58%-308.0pp |
| Employer contribution / active EE | $563 | $2,043-72.5% | $2,731-79.4% | $2,565-78.1% |
| Participant deferral / active EE | $1,439 | $3,641-60.5% | $4,487-67.9% | $3,952-63.6% |
| Admin fee / account holder | $668 | $8,189-91.8% | $7,966-91.6% | $6,261-89.3% |