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 | $37,770 | $107,941-65.0% | $91,994-58.9% | $152,897-75.3% |
| Participation rate | 43.8% | 81.2%-37.4pp | 78.6%-34.9pp | 82.5%-38.7pp |
| Annual return | 17.45% | 89.28%-71.8pp | 69.04%-51.6pp | 345.43%-328.0pp |
| Employer contribution / active EE | $811 | $4,212-80.7% | $3,453-76.5% | $4,764-83.0% |
| Participant deferral / active EE | $1,215 | $6,366-80.9% | $5,924-79.5% | $5,851-79.2% |
| Admin fee / account holder | $3,408 | $10,521-67.6% | $7,744-56.0% | $11,599-70.6% |