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 | $14,428 | $56,134-74.3% | $96,192-85.0% | $85,851-83.2% |
| Participation rate | 58.3% | 56.7%+1.6pp | 68.4%-10.1pp | 69.3%-11.0pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.09%-192.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $439 | $2,858-84.6% | $4,351-89.9% | $3,952-88.9% |
| Admin fee / account holder | $429 | $3,769-88.6% | $5,539-92.3% | $6,261-93.1% |