Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,795 | $108,942-52.5% | $100,415-48.4% | $145,897-64.5% |
| Participation rate | 5.9% | 83.0%-77.1pp | 81.5%-75.6pp | 80.3%-74.4pp |
| Annual return | 13.41% | 58.27%-44.9pp | 49.47%-36.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $467 | $8,461-94.5% | $8,091-94.2% | $6,689-93.0% |
| Admin fee / account holder | $3,650 | $9,702-62.4% | $7,906-53.8% | $13,390-72.7% |