Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,037 | $54,674-63.4% | $76,089-73.7% | $74,429-73.1% |
| Participation rate | 1.7% | 60.3%-58.7pp | 69.1%-67.4pp | 67.2%-65.5pp |
| Annual return | 8.63% | 31.89%-23.3pp | 360.94%-352.3pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $110 | $3,071-96.4% | $4,259-97.4% | $4,348-97.5% |
| Admin fee / account holder | $3,152 | $2,238+40.9% | $6,418-50.9% | $1,944+62.1% |