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 | $80,144 | $63,342+26.5% | $92,236-13.1% | $70,131+14.3% |
| Participation rate | 15.6% | 68.7%-53.1pp | 76.5%-60.9pp | 69.5%-54.0pp |
| Annual return | 12.79% | 530.15%-517.4pp | 176.29%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $550 | $2,854-80.7% | $3,897-85.9% | $3,332-83.5% |
| Admin fee / account holder | $2,121 | $3,840-44.8% | $5,194-59.2% | $4,645-54.3% |