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 | $49,875 | $165,381-69.8% | $149,730-66.7% | $158,966-68.6% |
| Participation rate | 13.3% | 84.6%-71.2pp | 82.5%-69.1pp | 82.0%-68.6pp |
| Annual return | 22701.11% | 348.29%+22352.8pp | 276.70%+22424.4pp | 302.95%+22398.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,279 | $7,182-82.2% | $6,843-81.3% | $5,983-78.6% |
| Admin fee / account holder | $990 | $10,809-90.8% | $9,310-89.4% | $11,250-91.2% |