Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,651 | $101,672-51.2% | $147,117-66.3% | $74,478-33.3% |
| Participation rate | 19.4% | 75.5%-56.1pp | 82.2%-62.8pp | 67.2%-47.8pp |
| Annual return | 12.67% | 8757.83%-8745.2pp | 420.54%-407.9pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,466 | $7,305-79.9% | $8,065-81.8% | $4,350-66.3% |
| Admin fee / account holder | $5,530 | $1,753+215.4% | $12,993-57.4% | $1,946+184.2% |