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.
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 | $16,743 | $59,819-72.0% | $79,583-79.0% | $68,490-75.6% |
| Participation rate | 15.6% | 61.1%-45.5pp | 69.5%-53.9pp | 67.9%-52.3pp |
| Annual return | -20.05% | -12.30%-7.7pp | 0.16%-20.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $549 | $1,505-63.5% | $2,414-77.2% | $2,597-78.8% |
| Participant deferral / active EE | $733 | $3,025-75.8% | $3,986-81.6% | $4,028-81.8% |
| Admin fee / account holder | $1,296 | $4,835-73.2% | $6,835-81.0% | $5,403-76.0% |