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 | $117,487 | $68,412+71.7% | $94,679+24.1% | $75,181+56.3% |
| Participation rate | 44.9% | 76.1%-31.2pp | 80.8%-35.9pp | 67.2%-22.3pp |
| Annual return | 12.91% | 616.91%-604.0pp | 156.75%-143.8pp | 160.69%-147.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $980 | $6,537-85.0% | $7,417-86.8% | $4,126-76.3% |
| Admin fee / account holder | $3,937 | $5,326-26.1% | $7,233-45.6% | $5,650-30.3% |