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 | $93,625 | $97,729-4.2% | $83,830+11.7% | $135,379-30.8% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | -15.96% | 1287.52%-1303.5pp | 850.97%-866.9pp | 519.79%-535.8pp |
| Employer contribution / active EE | $93 | $4,222-97.8% | $3,631-97.4% | $4,779-98.1% |
| Participant deferral / active EE | $3,837 | $4,683-18.1% | $4,082-6.0% | $5,609-31.6% |
| Admin fee / account holder | $1,237 | $6,674-81.5% | $5,479-77.4% | $10,828-88.6% |