Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $74,075 | $59,448+24.6% | $93,696-20.9% | $74,459-0.5% |
| Participation rate | 45.7% | 59.6%-14.0pp | 68.7%-23.1pp | 67.2%-21.6pp |
| Annual return | 2.98% | 82.11%-79.1pp | 133.74%-130.8pp | 1369.70%-1366.7pp |
| Employer contribution / active EE | $502 | $1,266-60.3% | $2,422-79.3% | $2,626-80.9% |
| Participant deferral / active EE | $658 | $3,052-78.4% | $4,417-85.1% | $4,350-84.9% |
| Admin fee / account holder | $8,519 | $3,027+181.4% | $8,287+2.8% | $1,945+338.0% |