Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $142,979 | $110,410+29.5% | $102,437+39.6% | $145,897-2.0% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 8.67% | 24.85%-16.2pp | 24.95%-16.3pp | 552.29%-543.6pp |
| Employer contribution / active EE | $199 | $4,217-95.3% | $3,871-94.9% | $4,663-95.7% |
| Participant deferral / active EE | $4,973 | $5,622-11.5% | $5,060-1.7% | $6,689-25.7% |
| Admin fee / account holder | $1,486 | $9,745-84.8% | $8,388-82.3% | $13,390-88.9% |