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 | $49,529 | $198,457-75.0% | $170,435-70.9% | $147,586-66.4% |
| Participation rate | 38.9% | 88.0%-49.1pp | 83.6%-44.7pp | 82.8%-43.9pp |
| Annual return | 7.65% | 257.30%-249.7pp | 205.94%-198.3pp | 578.59%-570.9pp |
| Employer contribution / active EE | $1,532 | $6,183-75.2% | $5,432-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $1,575 | $5,629-72.0% | $4,939-68.1% | $5,439-71.0% |
| Admin fee / account holder | $1,903 | $16,852-88.7% | $13,881-86.3% | $10,886-82.5% |