Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,412 | $82,674-76.5% | $125,363-84.5% | $68,495-71.7% |
| Participation rate | 10.6% | 75.0%-64.5pp | 82.4%-71.8pp | 67.9%-57.3pp |
| Annual return | -31.54% | -5.97%-25.6pp | 572.15%-603.7pp | -7.84%-23.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,228 | $6,111-79.9% | $7,447-83.5% | $4,028-69.5% |
| Admin fee / account holder | $1,257 | $6,276-80.0% | $10,005-87.4% | $5,403-76.7% |