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 | $30,783 | $80,992-62.0% | $96,534-68.1% | $75,173-59.1% |
| Participation rate | 38.8% | 71.8%-33.0pp | 76.0%-37.2pp | 67.2%-28.4pp |
| Annual return | 12.43% | 27.05%-14.6pp | 25.88%-13.5pp | 160.72%-148.3pp |
| Employer contribution / active EE | $843 | $2,283-63.1% | $2,965-71.6% | $2,671-68.5% |
| Participant deferral / active EE | $1,034 | $3,929-73.7% | $4,851-78.7% | $4,126-74.9% |
| Admin fee / account holder | $569 | $6,717-91.5% | $8,253-93.1% | $5,651-89.9% |