Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,166 | $125,190-52.7% | $105,624-44.0% | $145,897-59.4% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 13.45% | 225.22%-211.8pp | 116.20%-102.8pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,349 | $3,720-63.7% | $3,168-57.4% | $4,663-71.1% |
| Participant deferral / active EE | $1,351 | $5,716-76.4% | $5,013-73.1% | $6,689-79.8% |
| Admin fee / account holder | $3,301 | $17,138-80.7% | $10,961-69.9% | $13,390-75.4% |