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 | $62,355 | $105,210-40.7% | $159,487-60.9% | $85,851-27.4% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.8%-45.3pp | 69.3%-31.8pp |
| Annual return | 15.06% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $679 | $3,319-79.5% | $4,831-85.9% | $2,565-73.5% |
| Participant deferral / active EE | $2,290 | $5,946-61.5% | $7,354-68.9% | $3,952-42.1% |
| Admin fee / account holder | $3,573 | $6,934-48.5% | $10,804-66.9% | $6,261-42.9% |