Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,915 | $30,423-70.7% | $56,025-84.1% | $74,478-88.0% |
| Participation rate | 3.7% | 32.9%-29.2pp | 52.5%-48.8pp | 67.2%-63.5pp |
| Annual return | 5.60% | 24.97%-19.4pp | 1712.69%-1707.1pp | 1370.56%-1365.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $130 | $1,176-89.0% | $1,955-93.4% | $4,350-97.0% |
| Admin fee / account holder | $1,695 | $2,363-28.3% | $2,828-40.1% | $1,946-12.9% |