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 | $36,548 | $66,444-45.0% | $120,225-69.6% | $79,634-54.1% |
| Participation rate | 5.0% | 42.8%-37.8pp | 69.6%-64.6pp | 62.5%-57.5pp |
| Annual return | 16.12% | 53.37%-37.2pp | 439.23%-423.1pp | 36.46%-20.3pp |
| Employer contribution / active EE | $0 | $1,860-100.0% | $3,475-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $278 | $2,798-90.1% | $3,999-93.1% | $3,835-92.8% |
| Admin fee / account holder | $2,912 | $1,295+124.8% | $5,696-48.9% | $1,002+190.6% |