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 | $110,203 | $176,120-37.4% | $159,487-30.9% | $167,553-34.2% |
| Participation rate | 65.0% | 85.0%-20.0pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 9.55% | 331.95%-322.4pp | 263.71%-254.2pp | 478.89%-469.3pp |
| Employer contribution / active EE | $2,848 | $5,299-46.3% | $4,831-41.1% | $4,840-41.2% |
| Participant deferral / active EE | $1,342 | $7,752-82.7% | $7,354-81.8% | $6,343-78.8% |
| Admin fee / account holder | $1,402 | $12,561-88.8% | $10,804-87.0% | $12,316-88.6% |