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 | $79,565 | $118,869-33.1% | $96,575-17.6% | $167,518-52.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.09% | 50.49%-42.4pp | 37.79%-29.7pp | 478.71%-470.6pp |
| Employer contribution / active EE | $135 | $3,120-95.7% | $2,357-94.3% | $4,838-97.2% |
| Participant deferral / active EE | $2,524 | $4,616-45.3% | $3,849-34.4% | $6,342-60.2% |
| Admin fee / account holder | $689 | $8,067-91.5% | $6,182-88.9% | $12,312-94.4% |