Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,343 | $52,353-42.0% | $120,225-74.8% | $82,448-63.2% |
| Participation rate | 5.6% | 58.3%-52.8pp | 69.6%-64.0pp | 68.1%-62.5pp |
| Annual return | 16.84% | 61.85%-45.0pp | 439.23%-422.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $430 | $2,627-83.6% | $3,999-89.2% | $4,139-89.6% |
| Admin fee / account holder | $5,925 | $4,363+35.8% | $5,696+4.0% | $7,234-18.1% |