Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,408 | $55,437-61.4% | $155,534-86.2% | $74,459-71.2% |
| Participation rate | 5.6% | 61.9%-56.3pp | 78.2%-72.6pp | 67.2%-61.6pp |
| Annual return | 12.54% | 269.58%-257.0pp | 64.92%-52.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $370 | $2,837-86.9% | $5,630-93.4% | $4,350-91.5% |
| Admin fee / account holder | $1,901 | $1,742+9.1% | $15,900-88.0% | $1,945-2.2% |