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 | $88,456 | $79,189+11.7% | $102,457-13.7% | $74,400+18.9% |
| Participation rate | 25.9% | 74.8%-48.8pp | 76.5%-50.6pp | 67.2%-41.3pp |
| Annual return | 18.27% | 54.98%-36.7pp | 29.41%-11.1pp | 1367.51%-1349.2pp |
| Employer contribution / active EE | $1,153 | $2,362-51.2% | $3,022-61.8% | $2,624-56.1% |
| Participant deferral / active EE | $2,068 | $4,415-53.2% | $5,054-59.1% | $4,348-52.4% |
| Admin fee / account holder | $942 | $2,002-53.0% | $9,451-90.0% | $1,944-51.6% |