Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,731 | $160,040-88.3% | $147,096-87.3% | $145,877-87.2% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.6pp | 80.3%-32.7pp |
| Annual return | 13.14% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,426 | $8,429-83.1% | $8,071-82.3% | $6,691-78.7% |
| Admin fee / account holder | $2,227 | $15,050-85.2% | $13,005-82.9% | $13,402-83.4% |