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 | $83,368 | $98,766-15.6% | $149,730-44.3% | $79,852+4.4% |
| Participation rate | 14.8% | 75.8%-61.0pp | 82.5%-67.7pp | 69.6%-54.8pp |
| Annual return | 17.33% | 27.43%-10.1pp | 276.70%-259.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $922 | $3,217-71.3% | $4,645-80.1% | $2,471-62.7% |
| Participant deferral / active EE | $1,838 | $5,681-67.6% | $6,843-73.1% | $3,740-50.9% |
| Admin fee / account holder | $2,503 | $6,052-58.6% | $9,310-73.1% | $5,306-52.8% |