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 | $193,543 | $100,811+92.0% | $86,698+123.2% | $134,545+43.9% |
| Participation rate | 53.3% | 79.0%-25.6pp | 76.6%-23.3pp | 81.2%-27.9pp |
| Annual return | -21.04% | 29.11%-50.2pp | 35.96%-57.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,572 | $5,339+23.1% | $4,656+41.1% | $6,401+2.7% |
| Admin fee / account holder | $2,173 | $10,926-80.1% | $7,492-71.0% | $11,431-81.0% |