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 | $74,607 | $70,666+5.6% | $169,385-56.0% | $75,181-0.8% |
| Participation rate | 20.0% | 64.8%-44.8pp | 77.2%-57.2pp | 67.2%-47.2pp |
| Annual return | 9.44% | 36.37%-26.9pp | 405.82%-396.4pp | 160.69%-151.3pp |
| Employer contribution / active EE | $539 | $2,210-75.6% | $4,012-86.6% | $2,671-79.8% |
| Participant deferral / active EE | $1,355 | $4,308-68.5% | $6,221-78.2% | $4,126-67.2% |
| Admin fee / account holder | $3,182 | $5,402-41.1% | $9,011-64.7% | $5,650-43.7% |