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 | $29,947 | $55,472-46.0% | $155,567-80.7% | $74,546-59.8% |
| Participation rate | 13.8% | 61.9%-48.1pp | 78.2%-64.4pp | 67.2%-53.4pp |
| Annual return | 11.57% | 268.72%-257.1pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $513 | $2,269-77.4% | $4,674-89.0% | $2,624-80.4% |
| Participant deferral / active EE | $779 | $2,838-72.6% | $5,628-86.2% | $4,347-82.1% |
| Admin fee / account holder | $1,802 | $1,743+3.4% | $15,916-88.7% | $1,944-7.3% |