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 | $50,456 | $85,766-41.2% | $136,298-63.0% | $70,126-28.0% |
| Participation rate | 32.1% | 74.2%-42.0pp | 81.9%-49.8pp | 69.5%-37.4pp |
| Annual return | 17.97% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,026 | $5,051-79.7% | $6,247-83.6% | $3,332-69.2% |
| Admin fee / account holder | $6,018 | $5,421+11.0% | $9,244-34.9% | $4,645+29.5% |