Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,607 | $202,342-83.9% | $172,752-81.1% | $152,897-78.7% |
| Participation rate | 13.6% | 87.1%-73.4pp | 82.6%-69.0pp | 82.5%-68.8pp |
| Annual return | 18.73% | 1029.83%-1011.1pp | 802.97%-784.2pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $808 | $5,948-86.4% | $5,198-84.5% | $5,851-86.2% |
| Admin fee / account holder | $2,095 | $17,111-87.8% | $13,955-85.0% | $11,599-81.9% |