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 | $14,982 | $76,522-80.4% | $56,033-73.3% | $145,884-89.7% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.8pp | 80.3%-22.0pp |
| Annual return | 491.51% | 3014.28%-2522.8pp | 1711.38%-1219.9pp | 551.85%-60.3pp |
| Employer contribution / active EE | $865 | $1,382-37.4% | $1,041-16.9% | $4,662-81.4% |
| Participant deferral / active EE | $155 | $2,624-94.1% | $1,954-92.1% | $6,690-97.7% |
| Admin fee / account holder | $1,080 | $3,328-67.6% | $2,827-61.8% | $13,392-91.9% |