Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,512 | $27,936-87.4% | $58,561-94.0% | $75,173-95.3% |
| Participation rate | 2.5% | 38.8%-36.4pp | 50.9%-48.4pp | 67.2%-64.7pp |
| Annual return | 26.64% | 44.21%-17.6pp | 4251.33%-4224.7pp | 160.72%-134.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $128 | $1,202-89.3% | $1,923-93.3% | $4,126-96.9% |
| Admin fee / account holder | $1,020 | $1,727-40.9% | $2,520-59.5% | $5,651-82.0% |