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 | $37,191 | $75,962-51.0% | $154,111-75.9% | $64,173-42.0% |
| Participation rate | 31.3% | 70.4%-39.2pp | 83.0%-51.8pp | 69.6%-38.3pp |
| Annual return | -12.95% | 30.32%-43.3pp | 735.18%-748.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,150 | $3,175-32.3% | $5,081-57.7% | $3,470-38.0% |
| Admin fee / account holder | $2,411 | $5,589-56.9% | $13,411-82.0% | $4,887-50.7% |