Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,423 | $80,812-25.2% | $160,784-62.4% | $82,448-26.7% |
| Participation rate | 33.0% | 66.2%-33.3pp | 77.0%-44.0pp | 68.1%-35.1pp |
| Annual return | 13.04% | 100.59%-87.5pp | 1803.92%-1790.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $576 | $2,174-73.5% | $3,733-84.6% | $2,551-77.4% |
| Participant deferral / active EE | $1,195 | $4,335-72.4% | $6,293-81.0% | $4,139-71.1% |
| Admin fee / account holder | $6,299 | $7,695-18.1% | $9,717-35.2% | $7,234-12.9% |