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 | $54,690-63.4% | $76,030-73.6% | $74,478-73.1% |
| Participation rate | 1.7% | 60.3%-58.7pp | 69.1%-67.4pp | 67.2%-65.6pp |
| Annual return | 8.63% | 31.92%-23.3pp | 361.54%-352.9pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $110 | $3,070-96.4% | $4,257-97.4% | $4,350-97.5% |
| Admin fee / account holder | $3,152 | $2,240+40.7% | $6,421-50.9% | $1,946+62.0% |