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 | $39,562 | $72,446-45.4% | $67,561-41.4% | $145,877-72.9% |
| Participation rate | 29.4% | 76.9%-47.5pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | 9.95% | 7211.98%-7202.0pp | 3525.44%-3515.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $607 | $4,785-87.3% | $4,003-84.8% | $6,691-90.9% |
| Admin fee / account holder | $2,308 | $5,541-58.4% | $4,006-42.4% | $13,402-82.8% |