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 | $30,045 | $40,435-25.7% | $80,648-62.7% | $74,473-59.7% |
| Participation rate | 5.5% | 47.4%-41.9pp | 67.0%-61.5pp | 70.7%-65.2pp |
| Annual return | 13.68% | 165.22%-151.5pp | 937.21%-923.5pp | 34.36%-20.7pp |
| Employer contribution / active EE | $244 | $1,498-83.7% | $2,724-91.0% | $2,638-90.7% |
| Participant deferral / active EE | $392 | $2,673-85.3% | $4,443-91.2% | $4,530-91.3% |
| Admin fee / account holder | $6,825 | $721+847.0% | $5,382+26.8% | $347+1866.8% |