Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,199 | $55,437-72.6% | $155,534-90.2% | $74,459-79.6% |
| Participation rate | 15.1% | 61.9%-46.8pp | 78.2%-63.1pp | 67.2%-52.1pp |
| Annual return | 9.61% | 269.58%-260.0pp | 64.92%-55.3pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $753 | $2,837-73.5% | $5,630-86.6% | $4,350-82.7% |
| Admin fee / account holder | $1,702 | $1,742-2.3% | $15,900-89.3% | $1,945-12.5% |