Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,531 | $60,504-74.3% | $81,882-81.0% | $74,478-79.1% |
| Participation rate | 12.0% | 62.9%-50.9pp | 72.4%-60.3pp | 67.2%-55.2pp |
| Annual return | 12.87% | 16.91%-4.0pp | 779.47%-766.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $620 | $3,400-81.8% | $4,323-85.7% | $4,350-85.7% |
| Admin fee / account holder | $789 | $1,492-47.1% | $7,360-89.3% | $1,946-59.5% |