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 | $33,657 | $49,199-31.6% | $121,204-72.2% | $75,173-55.2% |
| Participation rate | 26.4% | 55.4%-29.0pp | 69.5%-43.1pp | 67.2%-40.8pp |
| Annual return | 15.57% | 56.04%-40.5pp | 987.18%-971.6pp | 160.72%-145.1pp |
| Employer contribution / active EE | $483 | $1,547-68.8% | $4,170-88.4% | $2,671-81.9% |
| Participant deferral / active EE | $345 | $2,630-86.9% | $4,083-91.6% | $4,126-91.6% |
| Admin fee / account holder | $3,503 | $3,946-11.2% | $5,651-38.0% | $5,651-38.0% |