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 | $41,722 | $106,864-61.0% | $147,318-71.7% | $82,637-49.5% |
| Participation rate | 44.7% | 75.5%-30.8pp | 82.1%-37.3pp | 68.1%-23.3pp |
| Annual return | 13.72% | 27.49%-13.8pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $865 | $3,417-74.7% | $4,593-81.2% | $2,552-66.1% |
| Participant deferral / active EE | $1,685 | $6,496-74.1% | $7,906-78.7% | $4,126-59.2% |
| Admin fee / account holder | $2,946 | $8,415-65.0% | $13,708-78.5% | $7,339-59.9% |