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 | $75,420 | $78,694-4.2% | $67,652+11.5% | $125,389-39.9% |
| Participation rate | 42.1% | 78.8%-36.7pp | 75.7%-33.6pp | 83.2%-41.1pp |
| Annual return | -7.16% | 9.46%-16.6pp | 6625.40%-6632.6pp | 282.24%-289.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,083 | $4,292-51.5% | $3,560-41.5% | $5,352-61.1% |
| Admin fee / account holder | $17,929 | $7,403+142.2% | $4,821+271.9% | $9,541+87.9% |