Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,784 | $37,446-79.2% | $77,552-90.0% | $79,856-90.3% |
| Participation rate | 4.3% | 41.5%-37.2pp | 54.2%-49.9pp | 69.6%-65.4pp |
| Annual return | 96.15% | 39.76%+56.4pp | 54.82%+41.3pp | 31.71%+64.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $243 | $1,261-80.7% | $1,861-86.9% | $3,741-93.5% |
| Admin fee / account holder | $394 | $2,506-84.3% | $2,859-86.2% | $5,306-92.6% |