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 | $49,769 | $76,608-35.0% | $56,077-11.2% | $145,877-65.9% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 8.04% | 3009.59%-3001.5pp | 1709.28%-1701.2pp | 551.28%-543.2pp |
| Employer contribution / active EE | $10,914 | $1,382+689.9% | $1,040+949.1% | $4,663+134.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $416 | $3,325-87.5% | $2,825-85.3% | $13,402-96.9% |