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 | $31,532 | $150,447-79.0% | $136,298-76.9% | $147,586-78.6% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 21.04% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,721 | $5,256-67.3% | $4,696-63.3% | $4,876-64.7% |
| Participant deferral / active EE | $1,731 | $6,631-73.9% | $6,247-72.3% | $5,439-68.2% |
| Admin fee / account holder | $1,791 | $10,906-83.6% | $9,244-80.6% | $10,886-83.5% |