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 | $13,483 | $100,203-86.5% | $85,240-84.2% | $145,897-90.8% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.9pp | 80.3%-33.6pp |
| Annual return | 1.94% | 84.28%-82.3pp | 66.75%-64.8pp | 552.29%-550.4pp |
| Employer contribution / active EE | $644 | $3,242-80.1% | $2,735-76.4% | $4,663-86.2% |
| Participant deferral / active EE | $304 | $5,299-94.3% | $4,527-93.3% | $6,689-95.5% |
| Admin fee / account holder | $498 | $7,265-93.1% | $6,165-91.9% | $13,390-96.3% |