Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $51,575 | $102,385-49.6% | $147,080-64.9% | $80,935-36.3% |
| Participation rate | 24.3% | 75.9%-51.6pp | 82.2%-57.9pp | 67.7%-43.4pp |
| Annual return | 16.28% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,097 | $6,651-68.5% | $8,066-74.0% | $4,299-51.2% |
| Admin fee / account holder | $4,651 | $7,951-41.5% | $12,989-64.2% | $6,924-32.8% |