Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,872 | $28,624-86.5% | $53,647-92.8% | $82,637-95.3% |
| Participation rate | 44.7% | 47.3%-2.6pp | 56.3%-11.6pp | 68.1%-23.3pp |
| Annual return | 23.08% | 664.98%-641.9pp | 358.33%-335.3pp | 53.51%-30.4pp |
| Employer contribution / active EE | $232 | $637-63.6% | $962-75.9% | $2,552-90.9% |
| Participant deferral / active EE | $251 | $1,196-79.0% | $1,813-86.2% | $4,126-93.9% |
| Admin fee / account holder | $384 | $2,022-81.0% | $2,460-84.4% | $7,339-94.8% |