Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,458 | $107,421-48.4% | $182,262-69.6% | $94,015-41.0% |
| Participation rate | 7.8% | 77.8%-70.0pp | 84.2%-76.4pp | 70.8%-63.0pp |
| Annual return | 22.45% | 21.32%+1.1pp | 140.60%-118.1pp | 17.84%+4.6pp |
| Employer contribution / active EE | $533 | $3,448-84.5% | $5,046-89.4% | $2,790-80.9% |
| Participant deferral / active EE | $287 | $6,558-95.6% | $8,276-96.5% | $4,249-93.2% |
| Admin fee / account holder | $6,632 | $8,692-23.7% | $16,712-60.3% | $8,951-25.9% |