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 | $37,731 | $101,672-62.9% | $147,117-74.4% | $74,478-49.3% |
| Participation rate | 28.9% | 75.5%-46.6pp | 82.2%-53.3pp | 67.2%-38.3pp |
| Annual return | 12.97% | 8757.83%-8744.9pp | 420.54%-407.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,791 | $7,305-61.8% | $8,065-65.4% | $4,350-35.8% |
| Admin fee / account holder | $3,861 | $1,753+120.2% | $12,993-70.3% | $1,946+98.4% |