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 | $39,126 | $95,406-59.0% | $185,849-78.9% | $85,847-54.4% |
| Participation rate | 29.0% | 68.8%-39.7pp | 81.7%-52.7pp | 69.3%-40.3pp |
| Annual return | 10.52% | 23.59%-13.1pp | 122.10%-111.6pp | 318.61%-308.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,663 | $3,424-51.4% | $5,569-70.1% | $3,952-57.9% |
| Admin fee / account holder | $622 | $7,214-91.4% | $16,244-96.2% | $6,261-90.1% |