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 | $14,926 | $55,470-73.1% | $155,556-90.4% | $74,478-80.0% |
| Participation rate | 3.2% | 61.9%-58.7pp | 78.2%-75.0pp | 67.2%-64.0pp |
| Annual return | 8.39% | 269.80%-261.4pp | 64.84%-56.4pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $130 | $2,838-95.4% | $5,631-97.7% | $4,350-97.0% |
| Admin fee / account holder | $7,119 | $1,744+308.2% | $15,885-55.2% | $1,946+265.9% |