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 | $84,158 | $61,816+36.1% | $97,260-13.5% | $80,935+4.0% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.7%-56.0pp | 67.7%-51.0pp |
| Annual return | 9.73% | -558.73%+568.5pp | 75.54%-65.8pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $418 | $3,027-86.2% | $4,262-90.2% | $4,299-90.3% |
| Admin fee / account holder | $1,262 | $5,166-75.6% | $5,640-77.6% | $6,924-81.8% |