Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,676 | $154,228-85.9% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 6.47% | 74.59%-68.1pp | 66.58%-60.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $244 | $4,804-94.9% | $4,554-94.6% | $4,156-94.1% |
| Participant deferral / active EE | $4,690 | $8,216-42.9% | $7,897-40.6% | $6,407-26.8% |
| Admin fee / account holder | $2,989 | $14,344-79.2% | $13,129-77.2% | $12,270-75.6% |