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.
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 | $94,464 | $107,941-12.5% | $91,994+2.7% | $152,897-38.2% |
| Participation rate | 40.9% | 81.2%-40.3pp | 78.6%-37.7pp | 82.5%-41.5pp |
| Annual return | 3.41% | 89.28%-85.9pp | 69.04%-65.6pp | 345.43%-342.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,427 | $6,366-46.2% | $5,924-42.2% | $5,851-41.4% |
| Admin fee / account holder | $9,072 | $10,521-13.8% | $7,744+17.2% | $11,599-21.8% |