Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,547 | $149,040-92.3% | $120,225-90.4% | $137,256-91.6% |
| Participation rate | 20.0% | 75.4%-55.4pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 7.75% | 605.68%-597.9pp | 439.23%-431.5pp | 220.34%-212.6pp |
| Employer contribution / active EE | $73 | $4,350-98.3% | $3,475-97.9% | $4,156-98.2% |
| Participant deferral / active EE | $291 | $4,655-93.7% | $3,999-92.7% | $6,407-95.5% |
| Admin fee / account holder | $2,243 | $6,348-64.7% | $5,696-60.6% | $12,270-81.7% |