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 | $15,685 | $29,569-47.0% | $56,077-72.0% | $77,714-79.8% |
| Participation rate | 4.6% | 32.6%-28.0pp | 52.5%-47.9pp | 70.6%-66.0pp |
| Annual return | 15.78% | 18.90%-3.1pp | 1709.28%-1693.5pp | 31.26%-15.5pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $271 | $1,061-74.5% | $1,954-86.1% | $4,649-94.2% |
| Admin fee / account holder | $3,507 | $1,042+236.5% | $2,825+24.1% | $433+709.4% |