Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,914 | $88,203-49.1% | $165,100-72.8% | $74,478-39.7% |
| Participation rate | 26.1% | 73.1%-47.0pp | 78.6%-52.5pp | 67.2%-41.1pp |
| Annual return | 14.47% | 17.13%-2.7pp | 70.21%-55.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,954 | $4,505-56.6% | $6,035-67.6% | $4,350-55.1% |
| Admin fee / account holder | $398 | $2,235-82.2% | $12,696-96.9% | $1,946-79.6% |