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 | $38,955 | $85,766-54.6% | $136,298-71.4% | $70,126-44.4% |
| Participation rate | 34.6% | 74.2%-39.5pp | 81.9%-47.3pp | 69.5%-34.9pp |
| Annual return | 21.55% | 31.46%-9.9pp | 5156.27%-5134.7pp | 73.15%-51.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,092 | $5,051-78.4% | $6,247-82.5% | $3,332-67.2% |
| Admin fee / account holder | $620 | $5,421-88.6% | $9,244-93.3% | $4,645-86.7% |