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 | $153,222 | $55,470+176.2% | $155,556-1.5% | $74,478+105.7% |
| Participation rate | 11.6% | 61.9%-50.3pp | 78.2%-66.6pp | 67.2%-55.6pp |
| Annual return | 10.23% | 269.80%-259.6pp | 64.84%-54.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $268 | $2,267-88.2% | $4,675-94.3% | $2,626-89.8% |
| Participant deferral / active EE | $1,394 | $2,838-50.9% | $5,631-75.2% | $4,350-68.0% |
| Admin fee / account holder | $1,154 | $1,744-33.8% | $15,885-92.7% | $1,946-40.7% |