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 | $77,782 | $197,637-60.6% | $177,848-56.3% | $158,982-51.1% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 6.60% | 58.77%-52.2pp | 48.33%-41.7pp | 302.99%-296.4pp |
| Employer contribution / active EE | $144 | $6,698-97.9% | $5,919-97.6% | $4,763-97.0% |
| Participant deferral / active EE | $3,525 | $8,405-58.1% | $7,714-54.3% | $5,983-41.1% |
| Admin fee / account holder | $3,122 | $15,406-79.7% | $12,431-74.9% | $11,252-72.2% |