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 | $58,303 | $71,215-18.1% | $93,696-37.8% | $80,935-28.0% |
| Participation rate | 12.5% | 60.4%-47.9pp | 68.7%-56.2pp | 67.7%-55.2pp |
| Annual return | 9.14% | 11.27%-2.1pp | 133.74%-124.6pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $382 | $4,037-90.5% | $4,417-91.4% | $4,299-91.1% |
| Admin fee / account holder | $2,894 | $6,958-58.4% | $8,287-65.1% | $6,924-58.2% |