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 | $14,126 | $48,277-70.7% | $67,511-79.1% | $80,874-82.5% |
| Participation rate | 6.3% | 66.4%-60.1pp | 72.9%-66.6pp | 67.6%-61.3pp |
| Annual return | 14.01% | 18.27%-4.3pp | 3517.41%-3503.4pp | 35.62%-21.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $108 | $2,926-96.3% | $4,000-97.3% | $4,297-97.5% |
| Admin fee / account holder | $974 | $3,687-73.6% | $3,999-75.7% | $6,935-86.0% |