Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,730 | $78,707-55.9% | $117,861-70.5% | $70,126-50.5% |
| Participation rate | 38.1% | 73.2%-35.1pp | 79.7%-41.6pp | 69.5%-31.4pp |
| Annual return | 12.27% | 23.30%-11.0pp | 335.11%-322.8pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,089 | $3,297-67.0% | $4,482-75.7% | $3,332-67.3% |
| Admin fee / account holder | $426 | $5,066-91.6% | $8,021-94.7% | $4,645-90.8% |