Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,457 | $29,554-40.9% | $56,054-68.9% | $77,692-77.5% |
| Participation rate | 5.8% | 32.6%-26.8pp | 52.5%-46.7pp | 70.6%-64.8pp |
| Annual return | 14.66% | 18.89%-4.2pp | 1705.95%-1691.3pp | 31.25%-16.6pp |
| Employer contribution / active EE | $92 | $568-83.8% | $1,039-91.2% | $2,726-96.6% |
| Participant deferral / active EE | $209 | $1,061-80.3% | $1,952-89.3% | $4,648-95.5% |
| Admin fee / account holder | $875 | $1,046-16.4% | $2,822-69.0% | $431+103.2% |