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 | $63,983 | $88,702-27.9% | $81,780-21.8% | $145,978-56.2% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 10.90% | 1029.12%-1018.2pp | 776.27%-765.4pp | 550.52%-539.6pp |
| Employer contribution / active EE | $370 | $3,084-88.0% | $2,914-87.3% | $4,662-92.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $400 | $8,414-95.2% | $7,384-94.6% | $13,400-97.0% |