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.
Participant 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 | $20,516 | $72,177-71.6% | $115,037-82.2% | $59,633-65.6% |
| Participation rate | 17.2% | 72.6%-55.3pp | 81.4%-64.1pp | 68.7%-51.4pp |
| Annual return | -4.00% | 12.02%-16.0pp | 26.14%-30.1pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $583 | $4,783-87.8% | $6,026-90.3% | $3,192-81.7% |
| Admin fee / account holder | $2,107 | $4,927-57.2% | $8,175-74.2% | $4,297-51.0% |