Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,063 | $110,379-32.9% | $102,412-27.7% | $145,884-49.2% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.1pp |
| Annual return | 6.44% | 24.84%-18.4pp | 24.94%-18.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $690 | $4,216-83.6% | $3,870-82.2% | $4,662-85.2% |
| Participant deferral / active EE | $2,172 | $5,622-61.4% | $5,060-57.1% | $6,690-67.5% |
| Admin fee / account holder | $450 | $9,745-95.4% | $8,388-94.6% | $13,392-96.6% |