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 | $20,563 | $80,812-74.6% | $160,784-87.2% | $82,448-75.1% |
| Participation rate | 13.8% | 66.2%-52.4pp | 77.0%-63.2pp | 68.1%-54.3pp |
| Annual return | 10.37% | 100.59%-90.2pp | 1803.92%-1793.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $306 | $4,335-92.9% | $6,293-95.1% | $4,139-92.6% |
| Admin fee / account holder | $513 | $7,695-93.3% | $9,717-94.7% | $7,234-92.9% |