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 | $63,357 | $171,272-63.0% | $127,803-50.4% | $152,897-58.6% |
| Participation rate | 64.7% | 83.5%-18.8pp | 79.0%-14.3pp | 82.5%-17.7pp |
| Annual return | 12.00% | 23.54%-11.5pp | 26.14%-14.1pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,028 | $5,451-81.1% | $4,576-77.5% | $4,764-78.4% |
| Participant deferral / active EE | $3,309 | $7,043-53.0% | $6,023-45.1% | $5,851-43.5% |
| Admin fee / account holder | $1,894 | $14,540-87.0% | $9,399-79.8% | $11,599-83.7% |