Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $71,690 | $212,386-66.2% | $199,883-64.1% | $138,895-48.4% |
| Participation rate | 31.3% | 87.4%-56.1pp | 86.8%-55.5pp | 79.9%-48.7pp |
| Annual return | 4.13% | 47.75%-43.6pp | 43.81%-39.7pp | 145.39%-141.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,210 | $9,617-56.2% | $9,138-53.9% | $6,396-34.2% |
| Admin fee / account holder | $5,232 | $18,233-71.3% | $17,268-69.7% | $12,562-58.3% |