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.
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 | $79,224 | $183,539-56.8% | $155,556-49.1% | $145,897-45.7% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 8.05% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $752 | $5,315-85.8% | $4,675-83.9% | $4,663-83.9% |
| Participant deferral / active EE | $2,341 | $6,467-63.8% | $5,631-58.4% | $6,689-65.0% |
| Admin fee / account holder | $588 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |