Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,745 | $29,667-43.6% | $56,441-70.3% | $80,874-79.3% |
| Participation rate | 3.9% | 41.7%-37.7pp | 52.5%-48.5pp | 67.6%-63.7pp |
| Annual return | 14.56% | 35.22%-20.7pp | 1704.21%-1689.7pp | 35.62%-21.1pp |
| Employer contribution / active EE | $120 | $669-82.0% | $1,039-88.4% | $2,756-95.6% |
| Participant deferral / active EE | $212 | $1,227-82.7% | $1,953-89.1% | $4,297-95.1% |
| Admin fee / account holder | $5,170 | $2,429+112.8% | $2,829+82.7% | $6,935-25.5% |