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 | $24,161 | $148,623-83.7% | $135,974-82.2% | $139,466-82.7% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 20.07% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,349 | $8,103-83.3% | $7,760-82.6% | $6,712-79.9% |
| Admin fee / account holder | $324 | $12,406-97.4% | $10,767-97.0% | $11,409-97.2% |