Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,261 | $101,653-65.3% | $147,080-76.0% | $74,459-52.6% |
| Participation rate | 15.5% | 75.6%-60.1pp | 82.2%-66.7pp | 67.2%-51.8pp |
| Annual return | 15.62% | 8754.98%-8739.4pp | 420.17%-404.6pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,089 | $7,304-71.4% | $8,066-74.1% | $4,350-52.0% |
| Admin fee / account holder | $3,639 | $1,752+107.8% | $12,989-72.0% | $1,945+87.1% |