Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,091 | $78,013-61.4% | $178,449-83.1% | $80,911-62.8% |
| Participation rate | 67.6% | 65.7%+2.0pp | 77.1%-9.5pp | 67.6%0pp |
| Annual return | 10.17% | 18.07%-7.9pp | 27.09%-16.9pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,199 | $4,408-50.1% | $6,277-65.0% | $4,297-48.8% |
| Admin fee / account holder | $1,944 | $7,166-72.9% | $10,362-81.2% | $6,935-72.0% |