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 | $22,582 | $167,362-86.5% | $143,799-84.3% | $134,532-83.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -25.27% | 0.47%-25.7pp | -0.04%-25.2pp | 418.27%-443.5pp |
| Employer contribution / active EE | $428 | $5,620-92.4% | $4,952-91.4% | $4,741-91.0% |
| Participant deferral / active EE | $3,471 | $6,447-46.2% | $5,638-38.4% | $6,401-45.8% |
| Admin fee / account holder | $372 | $18,094-97.9% | $14,677-97.5% | $11,429-96.7% |