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 | $10,165 | $67,823-85.0% | $52,425-80.6% | $137,256-92.6% |
| Participation rate | 36.8% | 63.9%-27.1pp | 55.6%-18.8pp | 80.0%-43.1pp |
| Annual return | 13.72% | 219.11%-205.4pp | 302.12%-288.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $6 | $1,163-99.5% | $914-99.3% | $4,156-99.8% |
| Participant deferral / active EE | $137 | $2,288-94.0% | $1,790-92.4% | $6,407-97.9% |
| Admin fee / account holder | $620 | $2,844-78.2% | $2,495-75.2% | $12,270-95.0% |