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 | $41,911 | $82,630-49.3% | $64,105-34.6% | $125,389-66.6% |
| Participation rate | 56.3% | 75.9%-19.6pp | 68.2%-11.9pp | 83.2%-26.9pp |
| Annual return | 0.38% | 1489.72%-1489.3pp | 791.24%-790.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $659 | $2,671-75.3% | $1,820-63.8% | $4,866-86.5% |
| Participant deferral / active EE | $655 | $3,608-81.9% | $2,822-76.8% | $5,352-87.8% |
| Admin fee / account holder | $3,826 | $6,382-40.1% | $4,499-15.0% | $9,541-59.9% |