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 | $25,953 | $75,183-65.5% | $123,894-79.1% | $55,167-53.0% |
| Participation rate | 63.0% | 72.8%-9.9pp | 81.4%-18.4pp | 69.0%-6.0pp |
| Annual return | 4.47% | 19.01%-14.5pp | 47.52%-43.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $2,315 | $2,823-18.0% | $4,617-49.9% | $1,963+17.9% |
| Participant deferral / active EE | $697 | $5,084-86.3% | $5,984-88.4% | $3,054-77.2% |
| Admin fee / account holder | $2,035 | $663+207.2% | $8,357-75.6% | $504+303.9% |