Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,310 | $172,111-91.7% | $150,298-90.5% | $137,256-89.6% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 0.37% | 69.37%-69.0pp | 62.79%-62.4pp | 220.34%-220.0pp |
| Employer contribution / active EE | $1,302 | $4,636-71.9% | $4,154-68.7% | $4,156-68.7% |
| Participant deferral / active EE | $1,526 | $6,166-75.3% | $5,453-72.0% | $6,407-76.2% |
| Admin fee / account holder | $1,132 | $16,471-93.1% | $14,116-92.0% | $12,270-90.8% |