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 | $83,498 | $78,520+6.3% | $96,576-13.5% | $82,448+1.3% |
| Participation rate | 69.8% | 77.7%-7.9pp | 81.4%-11.6pp | 68.1%+1.8pp |
| Annual return | 13.81% | 41.30%-27.5pp | 38.47%-24.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,274 | $2,630-13.5% | $3,553-36.0% | $2,551-10.9% |
| Participant deferral / active EE | $2,391 | $6,754-64.6% | $7,956-69.9% | $4,139-42.2% |
| Admin fee / account holder | $1,319 | $13,455-90.2% | $11,381-88.4% | $7,234-81.8% |