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 | $26,469 | $123,854-78.6% | $69,623-62.0% | $145,884-81.9% |
| Participation rate | 8.3% | 69.2%-60.9pp | 66.4%-58.1pp | 80.3%-72.0pp |
| Annual return | 14.26% | 192.35%-178.1pp | 101.23%-87.0pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $522 | $4,242-87.7% | $2,890-81.9% | $6,690-92.2% |
| Admin fee / account holder | $1,190 | $7,822-84.8% | $4,696-74.7% | $13,392-91.1% |