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 | $40,417 | $150,445-73.1% | $136,297-70.3% | $147,585-72.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 7.62% | 1049.14%-1041.5pp | 5156.16%-5148.5pp | 578.57%-571.0pp |
| Employer contribution / active EE | $488 | $5,256-90.7% | $4,696-89.6% | $4,876-90.0% |
| Participant deferral / active EE | $2,441 | $6,631-63.2% | $6,247-60.9% | $5,439-55.1% |
| Admin fee / account holder | $3,335 | $10,906-69.4% | $9,244-63.9% | $10,885-69.4% |