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 | $49,800 | $88,137-43.5% | $164,975-69.8% | $74,429-33.1% |
| Participation rate | 17.0% | 73.1%-56.1pp | 78.6%-61.6pp | 67.2%-50.2pp |
| Annual return | 540.52% | 17.13%+523.4pp | 70.12%+470.4pp | 1368.38%-827.9pp |
| Employer contribution / active EE | $753 | $2,597-71.0% | $4,343-82.7% | $2,625-71.3% |
| Participant deferral / active EE | $895 | $4,501-80.1% | $6,033-85.2% | $4,348-79.4% |
| Admin fee / account holder | $3,569 | $2,231+59.9% | $12,688-71.9% | $1,944+83.6% |