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 | $17,081 | $55,470-69.2% | $155,556-89.0% | $74,478-77.1% |
| Participation rate | 5.3% | 61.9%-56.6pp | 78.2%-73.0pp | 67.2%-62.0pp |
| Annual return | 48.66% | 269.80%-221.1pp | 64.84%-16.2pp | 1370.56%-1321.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $454 | $2,838-84.0% | $5,631-91.9% | $4,350-89.6% |
| Admin fee / account holder | $3,654 | $1,744+109.5% | $15,885-77.0% | $1,946+87.8% |