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.
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 | $50,484 | $91,559-44.9% | $133,978-62.3% | $79,856-36.8% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 7.42% | 61.85%-54.4pp | 45.10%-37.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $258 | $2,384-89.2% | $3,919-93.4% | $2,471-89.6% |
| Participant deferral / active EE | $1,696 | $3,734-54.6% | $5,047-66.4% | $3,741-54.7% |
| Admin fee / account holder | $4,358 | $6,321-31.1% | $8,930-51.2% | $5,306-17.9% |