Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,987 | $106,551-40.9% | $91,225-31.0% | $134,532-53.2% |
| Participation rate | 55.0% | 76.8%-21.8pp | 73.2%-18.2pp | 81.2%-26.2pp |
| Annual return | -21.20% | 160.78%-182.0pp | 114.12%-135.3pp | 418.27%-439.5pp |
| Employer contribution / active EE | $304 | $3,331-90.9% | $2,851-89.3% | $4,741-93.6% |
| Participant deferral / active EE | $3,098 | $4,718-34.3% | $4,233-26.8% | $6,401-51.6% |
| Admin fee / account holder | $332 | $6,234-94.7% | $5,422-93.9% | $11,429-97.1% |