Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $73,532 | $99,875-26.4% | $146,866-49.9% | $86,983-15.5% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.5%-25.5pp |
| Annual return | 66.97% | 28.10%+38.9pp | 102.85%-35.9pp | 25.83%+41.1pp |
| Employer contribution / active EE | $1,142 | $3,224-64.6% | $4,425-74.2% | $2,584-55.8% |
| Participant deferral / active EE | $1,308 | $6,322-79.3% | $7,759-83.1% | $4,194-68.8% |
| Admin fee / account holder | $379 | $7,838-95.2% | $13,620-97.2% | $7,856-95.2% |