Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $136,747 | $178,174-23.3% | $156,181-12.4% | $137,256-0.4% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.8%-37.9pp | 80.0%-39.1pp |
| Annual return | 9.37% | 84.19%-74.8pp | 64.87%-55.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $765 | $4,972-84.6% | $4,294-82.2% | $4,156-81.6% |
| Participant deferral / active EE | $2,882 | $6,888-58.2% | $6,132-53.0% | $6,407-55.0% |
| Admin fee / account holder | $9,131 | $17,404-47.5% | $14,586-37.4% | $12,270-25.6% |