Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,577 | $100,073-83.4% | $85,126-80.5% | $145,877-88.6% |
| Participation rate | 38.9% | 74.1%-35.2pp | 67.5%-28.6pp | 80.3%-41.4pp |
| Annual return | 4.51% | 84.11%-79.6pp | 66.63%-62.1pp | 551.28%-546.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $492 | $5,294-90.7% | $4,523-89.1% | $6,691-92.7% |
| Admin fee / account holder | $636 | $7,261-91.2% | $6,160-89.7% | $13,402-95.3% |