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 | $46,286 | $91,167-49.2% | $178,498-74.1% | $79,858-42.0% |
| Participation rate | 18.2% | 69.2%-51.0pp | 81.9%-63.7pp | 69.6%-51.5pp |
| Annual return | 3.52% | 24.19%-20.7pp | 151.09%-147.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $389 | $3,255-88.0% | $5,011-92.2% | $2,471-84.3% |
| Participant deferral / active EE | $170 | $3,236-94.7% | $5,202-96.7% | $3,740-95.5% |
| Admin fee / account holder | $675 | $6,747-90.0% | $13,985-95.2% | $5,306-87.3% |