Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,071 | $59,804-56.4% | $81,982-68.2% | $79,856-67.4% |
| Participation rate | 40.6% | 61.6%-21.0pp | 69.3%-28.6pp | 69.6%-29.0pp |
| Annual return | 9.06% | 17.56%-8.5pp | 41.31%-32.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $344 | $2,695-87.2% | $3,722-90.8% | $3,741-90.8% |
| Admin fee / account holder | $1,371 | $4,288-68.0% | $5,665-75.8% | $5,306-74.2% |