Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,607 | $114,073-53.9% | $96,161-45.3% | $167,518-68.6% |
| Participation rate | 12.5% | 75.1%-62.6pp | 68.4%-55.9pp | 82.1%-69.6pp |
| Annual return | 13.50% | 189.95%-176.4pp | 192.01%-178.5pp | 478.71%-465.2pp |
| Employer contribution / active EE | $365 | $3,428-89.3% | $2,798-86.9% | $4,838-92.4% |
| Participant deferral / active EE | $313 | $5,195-94.0% | $4,349-92.8% | $6,342-95.1% |
| Admin fee / account holder | $572 | $6,899-91.7% | $5,538-89.7% | $12,312-95.4% |