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 | $166,813 | $178,174-6.4% | $156,181+6.8% | $137,256+21.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 7.46% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $887 | $4,972-82.2% | $4,294-79.4% | $4,156-78.7% |
| Participant deferral / active EE | $9,500 | $6,888+37.9% | $6,132+54.9% | $6,407+48.3% |
| Admin fee / account holder | $1,677 | $17,404-90.4% | $14,586-88.5% | $12,270-86.3% |