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.
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 | $151,871 | $152,612-0.5% | $125,192+21.3% | $152,897-0.7% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.5%-62.5pp |
| Annual return | 4.47% | 54.85%-50.4pp | 43.79%-39.3pp | 345.43%-341.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $761 | $5,868-87.0% | $4,937-84.6% | $5,851-87.0% |
| Admin fee / account holder | $21,422 | $13,437+59.4% | $9,704+120.8% | $11,599+84.7% |