Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $54,689 | $61,125-10.5% | $94,057-41.9% | $87,485-37.5% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.3%-62.2pp | 68.9%-57.8pp |
| Annual return | 15.25% | 35.20%-19.9pp | 480.62%-465.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $550 | $3,260-83.1% | $4,709-88.3% | $4,274-87.1% |
| Admin fee / account holder | $7,789 | $5,629+38.4% | $7,244+7.5% | $7,775+0.2% |