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 | $17,421 | $45,050-61.3% | $63,018-72.4% | $70,126-75.2% |
| Participation rate | 37.1% | 69.5%-32.4pp | 74.8%-37.7pp | 69.5%-32.4pp |
| Annual return | 4.69% | 18.76%-14.1pp | 87.62%-82.9pp | 73.15%-68.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $737 | $2,466-70.1% | $3,330-77.9% | $3,332-77.9% |
| Admin fee / account holder | $2,074 | $2,834-26.8% | $3,601-42.4% | $4,645-55.3% |