Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,315 | $138,072-83.8% | $123,549-81.9% | $135,382-83.5% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -7.70% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $1,742 | $5,152-66.2% | $4,628-62.4% | $4,779-63.6% |
| Participant deferral / active EE | $1,386 | $6,799-79.6% | $6,426-78.4% | $5,609-75.3% |
| Admin fee / account holder | $2,509 | $10,917-77.0% | $9,284-73.0% | $10,829-76.8% |