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.)
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 | $26,148 | $105,200-75.1% | $159,474-83.6% | $85,847-69.5% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.8%-54.3pp | 69.3%-40.7pp |
| Annual return | 16.25% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.4pp |
| Employer contribution / active EE | $688 | $3,319-79.3% | $4,831-85.8% | $2,565-73.2% |
| Participant deferral / active EE | $1,160 | $5,946-80.5% | $7,353-84.2% | $3,952-70.6% |
| Admin fee / account holder | $3,336 | $6,934-51.9% | $10,802-69.1% | $6,261-46.7% |