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 | $43,286 | $78,976-45.2% | $100,383-56.9% | $74,546-41.9% |
| Participation rate | 64.4% | 79.5%-15.1pp | 81.5%-17.1pp | 67.2%-2.8pp |
| Annual return | 14.52% | 20.62%-6.1pp | 49.26%-34.7pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $1,650 | $3,019-45.3% | $3,944-58.2% | $2,624-37.1% |
| Participant deferral / active EE | $3,552 | $7,758-54.2% | $8,086-56.1% | $4,347-18.3% |
| Admin fee / account holder | $2,675 | $1,330+101.1% | $7,900-66.1% | $1,944+37.6% |