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 | $26,720 | $51,649-48.3% | $124,206-78.5% | $64,097-58.3% |
| Participation rate | 13.3% | 45.2%-31.9pp | 69.6%-56.2pp | 55.2%-41.9pp |
| Annual return | 16.70% | 19.98%-3.3pp | 515.27%-498.6pp | 34.64%-17.9pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $596 | $2,165-72.5% | $3,968-85.0% | $3,080-80.7% |
| Admin fee / account holder | $457 | $4,237-89.2% | $5,929-92.3% | $3,454-86.8% |