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 | $20,409 | $51,638-60.5% | $129,406-84.2% | $80,959-74.8% |
| Participation rate | 13.4% | 56.9%-43.5pp | 69.6%-56.2pp | 67.7%-54.2pp |
| Annual return | 14.44% | 20.78%-6.3pp | 9468.18%-9453.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $579 | $2,670-78.3% | $4,167-86.1% | $4,300-86.5% |
| Admin fee / account holder | $2,409 | $4,313-44.1% | $7,689-68.7% | $6,925-65.2% |