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 | $33,500 | $95,406-64.9% | $185,849-82.0% | $85,847-61.0% |
| Participation rate | 35.3% | 68.8%-33.5pp | 81.7%-46.4pp | 69.3%-34.0pp |
| Annual return | 11.28% | 23.59%-12.3pp | 122.10%-110.8pp | 318.61%-307.3pp |
| Employer contribution / active EE | $452 | $3,314-86.4% | $5,169-91.3% | $2,565-82.4% |
| Participant deferral / active EE | $823 | $3,424-76.0% | $5,569-85.2% | $3,952-79.2% |
| Admin fee / account holder | $950 | $7,214-86.8% | $16,244-94.2% | $6,261-84.8% |