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 | $16,246 | $100,203-83.8% | $85,240-80.9% | $145,897-88.9% |
| Participation rate | 34.8% | 74.1%-39.3pp | 67.5%-32.7pp | 80.3%-45.5pp |
| Annual return | 21.71% | 84.28%-62.6pp | 66.75%-45.0pp | 552.29%-530.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $594 | $5,299-88.8% | $4,527-86.9% | $6,689-91.1% |
| Admin fee / account holder | $1,291 | $7,265-82.2% | $6,165-79.1% | $13,390-90.4% |