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 | $69,047 | $75,720-8.8% | $90,312-23.5% | $86,983-20.6% |
| Participation rate | 49.0% | 66.3%-17.3pp | 72.9%-23.9pp | 69.5%-20.5pp |
| Annual return | 8.83% | 18.55%-9.7pp | 18.90%-10.1pp | 25.83%-17.0pp |
| Employer contribution / active EE | $271 | $1,945-86.1% | $2,243-87.9% | $2,584-89.5% |
| Participant deferral / active EE | $2,143 | $3,001-28.6% | $3,749-42.8% | $4,194-48.9% |
| Admin fee / account holder | $11,298 | $6,201+82.2% | $8,248+37.0% | $7,856+43.8% |