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 | $23,362 | $183,592-87.3% | $155,574-85.0% | $145,877-84.0% |
| Participation rate | 23.8% | 82.7%-58.9pp | 78.2%-54.4pp | 80.3%-56.5pp |
| Annual return | 9.43% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,056 | $6,466-83.7% | $5,629-81.2% | $6,691-84.2% |
| Admin fee / account holder | $3,856 | $19,316-80.0% | $15,914-75.8% | $13,402-71.2% |