Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $104,013 | $183,516-43.3% | $155,534-33.1% | $145,884-28.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.57% | 61.43%-53.9pp | 64.92%-57.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $423 | $5,315-92.0% | $4,675-91.0% | $4,662-90.9% |
| Participant deferral / active EE | $10,567 | $6,467+63.4% | $5,630+87.7% | $6,690+58.0% |
| Admin fee / account holder | $5,085 | $19,293-73.6% | $15,900-68.0% | $13,392-62.0% |