Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,517 | $134,001-84.7% | $112,258-81.7% | $134,509-84.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -30.09% | 47.15%-77.2pp | 27.47%-57.6pp | 418.13%-448.2pp |
| Employer contribution / active EE | $1,040 | $4,039-74.3% | $3,636-71.4% | $4,741-78.1% |
| Participant deferral / active EE | $1,040 | $5,291-80.3% | $4,728-78.0% | $6,400-83.8% |
| Admin fee / account holder | $1,517 | $7,491-79.7% | $6,411-76.3% | $11,427-86.7% |