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 | $36,788 | $98,760-62.7% | $149,715-75.4% | $79,858-53.9% |
| Participation rate | 46.9% | 75.8%-28.8pp | 82.5%-35.5pp | 69.6%-22.7pp |
| Annual return | 14.55% | 27.43%-12.9pp | 276.66%-262.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $952 | $3,217-70.4% | $4,645-79.5% | $2,471-61.5% |
| Participant deferral / active EE | $2,251 | $5,681-60.4% | $6,842-67.1% | $3,740-39.8% |
| Admin fee / account holder | $3,716 | $6,053-38.6% | $9,310-60.1% | $5,306-30.0% |