Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $120,285 | $79,089+52.1% | $100,392+19.8% | $74,459+61.5% |
| Participation rate | 27.7% | 79.4%-51.7pp | 81.5%-53.8pp | 67.2%-39.5pp |
| Annual return | 12.87% | 20.61%-7.7pp | 49.45%-36.6pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,090 | $3,015-63.8% | $3,941-72.3% | $2,626-58.5% |
| Participant deferral / active EE | $1,726 | $7,747-77.7% | $8,090-78.7% | $4,350-60.3% |
| Admin fee / account holder | $1,097 | $1,336-17.9% | $7,904-86.1% | $1,945-43.6% |