Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,812 | $68,097-94.4% | $62,929-93.9% | $137,256-97.2% |
| Participation rate | 26.3% | 77.4%-51.1pp | 73.1%-46.8pp | 80.0%-53.6pp |
| Annual return | 7.03% | 1859.11%-1852.1pp | 1063.93%-1056.9pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $758 | $4,553-83.4% | $3,888-80.5% | $6,407-88.2% |
| Admin fee / account holder | $1,738 | $6,521-73.3% | $5,065-65.7% | $12,270-85.8% |