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 | $111,645 | $65,364+70.8% | $92,909+20.2% | $72,975+53.0% |
| Participation rate | 24.1% | 68.3%-44.2pp | 76.0%-51.9pp | 69.5%-45.4pp |
| Annual return | 13.54% | 42.11%-28.6pp | 109.44%-95.9pp | 81.01%-67.5pp |
| Employer contribution / active EE | $594 | $2,594-77.1% | $3,653-83.7% | $2,440-75.7% |
| Participant deferral / active EE | $1,036 | $3,128-66.9% | $4,238-75.5% | $3,608-71.3% |
| Admin fee / account holder | $900 | $4,251-78.8% | $5,795-84.5% | $5,124-82.4% |