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 | $22,975 | $45,109-49.1% | $85,240-73.0% | $77,762-70.5% |
| Participation rate | 2.3% | 48.7%-46.3pp | 67.5%-65.2pp | 70.6%-68.2pp |
| Annual return | 10.60% | 79.55%-69.0pp | 66.75%-56.2pp | 31.27%-20.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $166 | $2,814-94.1% | $4,527-96.3% | $4,651-96.4% |
| Admin fee / account holder | $3,538 | $915+286.7% | $6,165-42.6% | $433+717.2% |