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 | $23,410 | $60,504-61.3% | $81,882-71.4% | $74,478-68.6% |
| Participation rate | 19.3% | 62.9%-43.6pp | 72.4%-53.1pp | 67.2%-47.9pp |
| Annual return | 10.32% | 16.91%-6.6pp | 779.47%-769.2pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $574 | $2,627-78.2% | $2,916-80.3% | $2,626-78.2% |
| Participant deferral / active EE | $691 | $3,400-79.7% | $4,323-84.0% | $4,350-84.1% |
| Admin fee / account holder | $1,635 | $1,492+9.6% | $7,360-77.8% | $1,946-16.0% |