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 | $72,392 | $85,766-15.6% | $136,298-46.9% | $70,126+3.2% |
| Participation rate | 23.7% | 74.2%-50.5pp | 81.9%-58.2pp | 69.5%-45.9pp |
| Annual return | 12.01% | 31.46%-19.4pp | 5156.27%-5144.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $819 | $2,966-72.4% | $4,696-82.6% | $2,343-65.1% |
| Participant deferral / active EE | $1,739 | $5,051-65.6% | $6,247-72.2% | $3,332-47.8% |
| Admin fee / account holder | $2,627 | $5,421-51.5% | $9,244-71.6% | $4,645-43.4% |