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.
Employer 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 | $95,467 | $201,264-52.6% | $184,185-48.2% | $145,978-34.6% |
| Participation rate | 27.3% | 87.5%-60.2pp | 86.8%-59.6pp | 80.3%-53.0pp |
| Annual return | 7.06% | 29.00%-21.9pp | 28.81%-21.8pp | 550.52%-543.5pp |
| Employer contribution / active EE | $954 | $7,021-86.4% | $6,426-85.2% | $4,662-79.5% |
| Participant deferral / active EE | $3,204 | $9,806-67.3% | $9,132-64.9% | $6,690-52.1% |
| Admin fee / account holder | $1,139 | $16,376-93.0% | $13,909-91.8% | $13,400-91.5% |