Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,014 | $88,672-39.1% | $105,223-48.7% | $82,448-34.5% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 9.45% | 30.86%-21.4pp | 180.65%-171.2pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,084 | $3,048-64.5% | $3,689-70.6% | $2,551-57.5% |
| Participant deferral / active EE | $591 | $4,036-85.4% | $5,072-88.3% | $4,139-85.7% |
| Admin fee / account holder | $43,095 | $7,146+503.1% | $8,859+386.5% | $7,234+495.7% |