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 | $80,578 | $160,028-49.6% | $147,080-45.2% | $145,884-44.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 6.70% | 98.60%-91.9pp | 420.17%-413.5pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,041 | $5,286-80.3% | $4,933-78.9% | $4,662-77.7% |
| Participant deferral / active EE | $1,567 | $8,422-81.4% | $8,066-80.6% | $6,690-76.6% |
| Admin fee / account holder | $1,132 | $15,030-92.5% | $12,989-91.3% | $13,392-91.5% |