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 | $103,435 | $183,627-43.7% | $155,602-33.5% | $145,978-29.1% |
| Participation rate | 18.8% | 82.7%-63.9pp | 78.2%-59.5pp | 80.3%-61.5pp |
| Annual return | 6.23% | 61.32%-55.1pp | 64.81%-58.6pp | 550.52%-544.3pp |
| Employer contribution / active EE | $656 | $5,316-87.7% | $4,675-86.0% | $4,662-85.9% |
| Participant deferral / active EE | $3,518 | $6,466-45.6% | $5,629-37.5% | $6,690-47.4% |
| Admin fee / account holder | $490 | $19,327-97.5% | $15,923-96.9% | $13,400-96.3% |