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 | $43,279 | $109,872-60.6% | $98,483-56.1% | $167,536-74.2% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 30.10% | 1959.31%-1929.2pp | 1494.38%-1464.3pp | 478.82%-448.7pp |
| Employer contribution / active EE | $785 | $3,225-75.6% | $2,961-73.5% | $4,839-83.8% |
| Participant deferral / active EE | $881 | $4,673-81.1% | $4,276-79.4% | $6,342-86.1% |
| Admin fee / account holder | $530 | $6,757-92.2% | $5,953-91.1% | $12,315-95.7% |