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 | $17,568 | $51,638-66.0% | $68,368-74.3% | $82,448-78.7% |
| Participation rate | 21.3% | 63.6%-42.3pp | 73.8%-52.4pp | 68.1%-46.8pp |
| Annual return | 13.11% | 37.53%-24.4pp | 292.57%-279.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $342 | $2,914-88.3% | $4,123-91.7% | $4,139-91.7% |
| Admin fee / account holder | $2,562 | $4,643-44.8% | $5,150-50.3% | $7,234-64.6% |