Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,035 | $30,437-80.2% | $56,033-89.2% | $74,459-91.9% |
| Participation rate | 6.3% | 32.9%-26.6pp | 52.5%-46.2pp | 67.2%-60.9pp |
| Annual return | 12.54% | 24.96%-12.4pp | 1711.38%-1698.8pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $137 | $1,176-88.4% | $1,954-93.0% | $4,350-96.9% |
| Admin fee / account holder | $766 | $2,363-67.6% | $2,827-72.9% | $1,945-60.6% |