Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,625 | $88,815-82.4% | $81,882-80.9% | $145,897-89.3% |
| Participation rate | 38.5% | 75.1%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 14.06% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $451 | $3,086-85.4% | $2,916-84.5% | $4,663-90.3% |
| Participant deferral / active EE | $539 | $4,647-88.4% | $4,323-87.5% | $6,689-91.9% |
| Admin fee / account holder | $441 | $8,434-94.8% | $7,360-94.0% | $13,390-96.7% |