Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,225 | $79,181-32.8% | $102,423-48.0% | $74,429-28.5% |
| Participation rate | 48.9% | 74.8%-25.8pp | 76.5%-27.6pp | 67.2%-18.3pp |
| Annual return | 14.42% | 54.97%-40.5pp | 29.42%-15.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,816 | $4,416-58.9% | $5,054-64.1% | $4,348-58.2% |
| Admin fee / account holder | $4,648 | $2,002+132.2% | $9,455-50.8% | $1,944+139.0% |