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 | $15,832 | $102,595-84.6% | $94,057-83.2% | $154,746-89.8% |
| Participation rate | 13.0% | 76.0%-63.0pp | 73.3%-60.3pp | 80.7%-67.7pp |
| Annual return | 19.92% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $451 | $3,147-85.7% | $2,933-84.6% | $4,379-89.7% |
| Participant deferral / active EE | $853 | $5,118-83.3% | $4,709-81.9% | $6,730-87.3% |
| Admin fee / account holder | $4,190 | $7,736-45.8% | $7,244-42.2% | $14,365-70.8% |