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 | $82,012 | $165,399-50.4% | $149,745-45.2% | $158,982-48.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 2.90% | 348.34%-345.4pp | 276.72%-273.8pp | 302.99%-300.1pp |
| Employer contribution / active EE | $486 | $5,105-90.5% | $4,646-89.5% | $4,763-89.8% |
| Participant deferral / active EE | $3,010 | $7,183-58.1% | $6,843-56.0% | $5,983-49.7% |
| Admin fee / account holder | $29,148 | $10,811+169.6% | $9,312+213.0% | $11,252+159.1% |