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 | $98,545 | $90,674+8.7% | $96,707+1.9% | $82,448+19.5% |
| Participation rate | 31.3% | 75.9%-44.7pp | 80.4%-49.1pp | 68.1%-36.8pp |
| Annual return | 12.76% | 49.05%-36.3pp | 34.78%-22.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $973 | $5,696-82.9% | $5,997-83.8% | $4,139-76.5% |
| Admin fee / account holder | $1,660 | $7,568-78.1% | $7,503-77.9% | $7,234-77.0% |