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 | $169,970 | $54,717+210.6% | $86,209+97.2% | $71,495+137.7% |
| Participation rate | 10.1% | 60.1%-50.0pp | 69.0%-58.9pp | 67.9%-57.8pp |
| Annual return | 12.41% | 20.07%-7.7pp | 1169.05%-1156.6pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,694 | $3,110-45.5% | $3,986-57.5% | $4,291-60.5% |
| Admin fee / account holder | $5,932 | $1,922+208.6% | $6,853-13.4% | $1,588+273.6% |