Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,681 | $52,507-39.7% | $129,406-75.5% | $74,478-57.5% |
| Participation rate | 22.1% | 53.9%-31.8pp | 69.6%-47.5pp | 67.2%-45.1pp |
| Annual return | 12.47% | 15.64%-3.2pp | 9468.18%-9455.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $908 | $2,801-67.6% | $4,167-78.2% | $4,350-79.1% |
| Admin fee / account holder | $17,615 | $2,639+567.5% | $7,689+129.1% | $1,946+805.3% |