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.
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 | $204,203 | $156,398+30.6% | $147,318+38.6% | $138,895+47.0% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.6pp | 79.9%-41.5pp |
| Annual return | 11.65% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,571 | $4,853-47.0% | $4,593-44.0% | $4,194-38.7% |
| Participant deferral / active EE | $1,971 | $8,237-76.1% | $7,906-75.1% | $6,396-69.2% |
| Admin fee / account holder | $8,849 | $14,976-40.9% | $13,708-35.4% | $12,562-29.6% |