Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,051 | $160,040-43.1% | $147,096-38.1% | $145,877-37.6% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 9.42% | 98.49%-89.1pp | 419.75%-410.3pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,092 | $5,289-79.3% | $4,936-77.9% | $4,663-76.6% |
| Participant deferral / active EE | $1,446 | $8,429-82.8% | $8,071-82.1% | $6,691-78.4% |
| Admin fee / account holder | $2,773 | $15,050-81.6% | $13,005-78.7% | $13,402-79.3% |