Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,989 | $209,336-85.7% | $197,124-84.8% | $137,256-78.2% |
| Participation rate | 35.3% | 87.3%-52.0pp | 86.7%-51.4pp | 80.0%-44.7pp |
| Annual return | -2.77% | 48.09%-50.9pp | 44.34%-47.1pp | 220.34%-223.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,791 | $9,614-60.6% | $9,135-58.5% | $6,407-40.8% |
| Admin fee / account holder | $4,106 | $17,308-76.3% | $16,298-74.8% | $12,270-66.5% |