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 | $65,231 | $65,704-0.7% | $94,229-30.8% | $59,633+9.4% |
| Participation rate | 20.0% | 72.1%-52.1pp | 78.8%-58.8pp | 68.7%-48.7pp |
| Annual return | -2.58% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,087 | $3,143-65.4% | $4,320-74.8% | $3,192-65.9% |
| Admin fee / account holder | $1,048 | $4,265-75.4% | $6,269-83.3% | $4,297-75.6% |