Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,806 | $63,703-89.3% | $93,063-92.7% | $82,448-91.7% |
| Participation rate | 21.7% | 63.8%-42.1pp | 72.1%-50.4pp | 68.1%-46.3pp |
| Annual return | 8.43% | -775.43%+783.9pp | 34.15%-25.7pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $255 | $2,919-91.3% | $3,958-93.6% | $4,139-93.8% |
| Admin fee / account holder | $1,019 | $5,982-83.0% | $6,033-83.1% | $7,234-85.9% |