Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,555 | $72,269-39.7% | $101,271-57.0% | $79,852-45.5% |
| Participation rate | 23.2% | 68.5%-45.3pp | 75.8%-52.6pp | 69.6%-46.5pp |
| Annual return | 49.95% | 22.29%+27.7pp | 46.48%+3.5pp | 31.72%+18.2pp |
| Employer contribution / active EE | $630 | $2,692-76.6% | $3,660-82.8% | $2,471-74.5% |
| Participant deferral / active EE | $930 | $3,282-71.6% | $4,371-78.7% | $3,740-75.1% |
| Admin fee / account holder | $2,315 | $4,401-47.4% | $5,948-61.1% | $5,306-56.4% |