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 | $20,520 | $82,674-75.2% | $125,381-83.6% | $68,486-70.0% |
| Participation rate | 23.4% | 75.1%-51.7pp | 82.4%-59.0pp | 67.9%-44.5pp |
| Annual return | -28.23% | -5.97%-22.3pp | 572.31%-600.5pp | -7.85%-20.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,424 | $6,111-44.0% | $7,448-54.0% | $4,028-15.0% |
| Admin fee / account holder | $1,721 | $6,277-72.6% | $10,007-82.8% | $5,404-68.2% |