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 | $103,786 | $148,582-30.1% | $135,942-23.7% | $139,456-25.6% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 3.70% | 79.26%-75.6pp | 68.28%-64.6pp | 373.45%-369.8pp |
| Employer contribution / active EE | $1,333 | $5,245-74.6% | $4,858-72.6% | $4,753-71.9% |
| Participant deferral / active EE | $2,293 | $8,101-71.7% | $7,759-70.4% | $6,711-65.8% |
| Admin fee / account holder | $305 | $12,402-97.5% | $10,764-97.2% | $11,407-97.3% |