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 | $22,457 | $56,197-60.0% | $67,652-66.8% | $59,633-62.3% |
| Participation rate | 61.0% | 71.5%-10.5pp | 75.7%-14.7pp | 68.7%-7.7pp |
| Annual return | -2.51% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $181 | $1,615-88.8% | $2,266-92.0% | $2,203-91.8% |
| Participant deferral / active EE | $1,939 | $2,844-31.8% | $3,560-45.5% | $3,192-39.2% |
| Admin fee / account holder | $1,404 | $3,958-64.5% | $4,821-70.9% | $4,297-67.3% |