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 | $31,735 | $209,336-84.8% | $197,124-83.9% | $137,256-76.9% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 10.68% | 48.09%-37.4pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,631 | $6,591-75.2% | $6,227-73.8% | $4,156-60.7% |
| Participant deferral / active EE | $2,428 | $9,614-74.8% | $9,135-73.4% | $6,407-62.1% |
| Admin fee / account holder | $7,758 | $17,308-55.2% | $16,298-52.4% | $12,270-36.8% |