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 | $113,455 | $110,379+2.8% | $102,412+10.8% | $145,884-22.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 6.64% | 24.84%-18.2pp | 24.94%-18.3pp | 551.85%-545.2pp |
| Employer contribution / active EE | $320 | $4,216-92.4% | $3,870-91.7% | $4,662-93.1% |
| Participant deferral / active EE | $2,972 | $5,622-47.1% | $5,060-41.3% | $6,690-55.6% |
| Admin fee / account holder | $489 | $9,745-95.0% | $8,388-94.2% | $13,392-96.3% |