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 | $64,993 | $74,661-12.9% | $160,784-59.6% | $67,986-4.4% |
| Participation rate | 34.8% | 57.1%-22.4pp | 77.0%-42.2pp | 57.2%-22.5pp |
| Annual return | 13.33% | 28.83%-15.5pp | 1803.92%-1790.6pp | 31.67%-18.3pp |
| Employer contribution / active EE | $359 | $1,829-80.4% | $3,733-90.4% | $2,019-82.2% |
| Participant deferral / active EE | $1,470 | $3,681-60.1% | $6,293-76.6% | $3,358-56.2% |
| Admin fee / account holder | $4,120 | $3,959+4.1% | $9,717-57.6% | $3,203+28.6% |