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 | $20,132 | $99,031-79.7% | $86,597-76.8% | $147,585-86.4% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 13.51% | 1312.56%-1299.0pp | 964.96%-951.4pp | 578.57%-565.1pp |
| Employer contribution / active EE | $353 | $3,132-88.7% | $2,840-87.6% | $4,876-92.8% |
| Participant deferral / active EE | $353 | $3,972-91.1% | $3,609-90.2% | $5,439-93.5% |
| Admin fee / account holder | $9,840 | $5,711+72.3% | $4,906+100.6% | $10,885-9.6% |