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 | $112,123 | $117,895-4.9% | $102,460+9.4% | $145,897-23.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | -0.40% | 31.92%-32.3pp | 29.47%-29.9pp | 552.29%-552.7pp |
| Employer contribution / active EE | $418 | $3,619-88.4% | $3,025-86.2% | $4,663-91.0% |
| Participant deferral / active EE | $3,496 | $5,736-39.1% | $5,056-30.9% | $6,689-47.7% |
| Admin fee / account holder | $3,787 | $13,353-71.6% | $9,460-60.0% | $13,390-71.7% |