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 | $44,690 | $180,749-75.3% | $160,784-72.2% | $137,256-67.4% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 8.86% | 2234.46%-2225.6pp | 1803.92%-1795.1pp | 220.34%-211.5pp |
| Employer contribution / active EE | $509 | $4,155-87.8% | $3,733-86.4% | $4,156-87.8% |
| Participant deferral / active EE | $634 | $6,844-90.7% | $6,293-89.9% | $6,407-90.1% |
| Admin fee / account holder | $9,469 | $10,397-8.9% | $9,717-2.5% | $12,270-22.8% |