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 | $116,725 | $81,233+43.7% | $155,567-25.0% | $80,874+44.3% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.6%-56.5pp |
| Annual return | 9.23% | 33.33%-24.1pp | 64.74%-55.5pp | 35.62%-26.4pp |
| Employer contribution / active EE | $337 | $3,101-89.1% | $4,674-92.8% | $2,756-87.8% |
| Participant deferral / active EE | $1,093 | $3,452-68.3% | $5,628-80.6% | $4,297-74.6% |
| Admin fee / account holder | $412 | $7,998-94.9% | $15,916-97.4% | $6,935-94.1% |