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 | $28,561 | $107,341-73.4% | $92,897-69.3% | $152,870-81.3% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 20.78% | 145.59%-124.8pp | 109.42%-88.6pp | 345.34%-324.6pp |
| Employer contribution / active EE | $20,653 | $4,221+389.3% | $3,653+465.4% | $4,763+333.6% |
| Participant deferral / active EE | $145 | $4,847-97.0% | $4,238-96.6% | $5,850-97.5% |
| Admin fee / account holder | $1,426 | $7,080-79.9% | $5,794-75.4% | $11,597-87.7% |