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 | $31,144 | $101,618-69.4% | $93,063-66.5% | $137,256-77.3% |
| Participation rate | 29.2% | 74.9%-45.8pp | 72.1%-42.9pp | 80.0%-50.8pp |
| Annual return | 2.96% | 223.95%-221.0pp | 34.15%-31.2pp | 220.34%-217.4pp |
| Employer contribution / active EE | $418 | $2,707-84.6% | $2,476-83.1% | $4,156-89.9% |
| Participant deferral / active EE | $38 | $4,279-99.1% | $3,958-99.0% | $6,407-99.4% |
| Admin fee / account holder | $411 | $6,198-93.4% | $6,033-93.2% | $12,270-96.6% |