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 | $13,353 | $55,902-76.1% | $76,030-82.4% | $80,959-83.5% |
| Participation rate | 12.8% | 62.1%-49.3pp | 69.1%-56.3pp | 67.7%-54.9pp |
| Annual return | 8.31% | 20.59%-12.3pp | 361.54%-353.2pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $501 | $3,051-83.6% | $4,257-88.2% | $4,300-88.3% |
| Admin fee / account holder | $2,562 | $5,239-51.1% | $6,421-60.1% | $6,925-63.0% |