Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,528 | $79,209-13.5% | $102,434-33.1% | $74,459-8.0% |
| Participation rate | 39.6% | 74.8%-35.2pp | 76.5%-36.9pp | 67.2%-27.6pp |
| Annual return | 8.40% | 54.98%-46.6pp | 29.46%-21.1pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $1,088 | $2,362-53.9% | $3,023-64.0% | $2,626-58.6% |
| Participant deferral / active EE | $1,967 | $4,417-55.5% | $5,055-61.1% | $4,350-54.8% |
| Admin fee / account holder | $11,604 | $2,002+479.7% | $9,462+22.6% | $1,945+496.7% |