Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,085 | $55,472+28.1% | $155,567-54.3% | $74,546-4.6% |
| Participation rate | 10.4% | 61.9%-51.5pp | 78.2%-67.8pp | 67.2%-56.8pp |
| Annual return | 8.66% | 268.72%-260.1pp | 64.74%-56.1pp | 1366.03%-1357.4pp |
| Employer contribution / active EE | $334 | $2,269-85.3% | $4,674-92.8% | $2,624-87.3% |
| Participant deferral / active EE | $890 | $2,838-68.6% | $5,628-84.2% | $4,347-79.5% |
| Admin fee / account holder | $6,341 | $1,743+263.9% | $15,916-60.2% | $1,944+226.3% |