Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,187 | $100,938-85.0% | $90,461-83.2% | $158,982-90.4% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.7%-37.0pp | 82.0%-46.3pp |
| Annual return | 10.20% | 1727.20%-1717.0pp | 1294.76%-1284.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $203 | $3,691-94.5% | $3,264-93.8% | $4,763-95.7% |
| Participant deferral / active EE | $555 | $4,350-87.2% | $3,964-86.0% | $5,983-90.7% |
| Admin fee / account holder | $442 | $6,510-93.2% | $5,617-92.1% | $11,252-96.1% |