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 | $8,240 | $39,028-78.9% | $80,741-89.8% | $85,847-90.4% |
| Participation rate | 7.4% | 41.6%-34.1pp | 54.2%-46.8pp | 69.3%-61.9pp |
| Annual return | 286.97% | 26.31%+260.7pp | 87.30%+199.7pp | 318.61%-31.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $271 | $1,326-79.5% | $2,145-87.3% | $3,952-93.1% |
| Admin fee / account holder | $1,365 | $2,429-43.8% | $3,380-59.6% | $6,261-78.2% |