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 | $58,662 | $88,710-33.9% | $81,783-28.3% | $145,959-59.8% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.4%-37.1pp | 80.3%-45.0pp |
| Annual return | 15.21% | 1027.26%-1012.0pp | 775.05%-759.8pp | 561.95%-546.7pp |
| Employer contribution / active EE | $441 | $3,083-85.7% | $2,913-84.8% | $4,661-90.5% |
| Participant deferral / active EE | $564 | $4,645-87.9% | $4,320-86.9% | $6,689-91.6% |
| Admin fee / account holder | $6,647 | $8,407-20.9% | $7,380-9.9% | $13,398-50.4% |