Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,624 | $88,754-92.5% | $81,820-91.9% | $145,877-95.5% |
| Participation rate | 21.7% | 75.1%-53.3pp | 72.4%-50.6pp | 80.3%-58.6pp |
| Annual return | 11.73% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $373 | $3,085-87.9% | $2,915-87.2% | $4,663-92.0% |
| Participant deferral / active EE | $659 | $4,648-85.8% | $4,323-84.8% | $6,691-90.2% |
| Admin fee / account holder | $1,847 | $8,424-78.1% | $7,391-75.0% | $13,402-86.2% |