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 | $40,225 | $111,535-63.9% | $105,223-61.8% | $137,256-70.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 5.27% | 237.85%-232.6pp | 180.65%-175.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,137 | $3,939-71.1% | $3,689-69.2% | $4,156-72.6% |
| Participant deferral / active EE | $1,325 | $5,500-75.9% | $5,072-73.9% | $6,407-79.3% |
| Admin fee / account holder | $50,357 | $9,721+418.0% | $8,859+468.4% | $12,270+310.4% |