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 | $69,928 | $98,766-29.2% | $149,730-53.3% | $79,852-12.4% |
| Participation rate | 67.4% | 75.8%-8.3pp | 82.5%-15.0pp | 69.6%-2.2pp |
| Annual return | 14.31% | 27.43%-13.1pp | 276.70%-262.4pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,102 | $3,217-65.7% | $4,645-76.3% | $2,471-55.4% |
| Participant deferral / active EE | $1,772 | $5,681-68.8% | $6,843-74.1% | $3,740-52.6% |
| Admin fee / account holder | $1,067 | $6,052-82.4% | $9,310-88.5% | $5,306-79.9% |