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.
Participant 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 | $69,592 | $76,551-9.1% | $123,894-43.8% | $62,881+10.7% |
| Participation rate | 67.5% | 73.0%-5.4pp | 81.4%-13.9pp | 69.3%-1.8pp |
| Annual return | 5.73% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,118 | $2,882-61.2% | $4,617-75.8% | $2,281-51.0% |
| Participant deferral / active EE | $1,574 | $4,840-67.5% | $5,984-73.7% | $3,203-50.9% |
| Admin fee / account holder | $1,591 | $4,826-67.0% | $8,357-81.0% | $4,296-63.0% |