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 | $19,043 | $73,518-74.1% | $63,003-69.8% | $147,585-87.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.05% | 175.46%-159.4pp | 87.59%-71.5pp | 578.57%-562.5pp |
| Employer contribution / active EE | $691 | $3,322-79.2% | $2,760-75.0% | $4,876-85.8% |
| Participant deferral / active EE | $691 | $4,183-83.5% | $3,329-79.2% | $5,439-87.3% |
| Admin fee / account holder | $678 | $5,952-88.6% | $3,600-81.2% | $10,885-93.8% |