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.
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 | $18,457 | $57,305-67.8% | $86,640-78.7% | $75,173-75.4% |
| Participation rate | 49.4% | 63.2%-13.9pp | 71.7%-22.4pp | 67.2%-17.9pp |
| Annual return | 10.25% | 2674.24%-2664.0pp | 592.52%-582.3pp | 160.72%-150.5pp |
| Employer contribution / active EE | $1,390 | $2,316-40.0% | $3,024-54.0% | $2,671-48.0% |
| Participant deferral / active EE | $257 | $3,320-92.3% | $4,438-94.2% | $4,126-93.8% |
| Admin fee / account holder | $1,942 | $4,116-52.8% | $5,616-65.4% | $5,651-65.6% |