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 | $48,563 | $55,930-13.2% | $76,089-36.2% | $80,925-40.0% |
| Participation rate | 36.4% | 62.1%-25.7pp | 69.1%-32.7pp | 67.7%-31.3pp |
| Annual return | 83.43% | 20.58%+62.9pp | 360.94%-277.5pp | 35.65%+47.8pp |
| Employer contribution / active EE | $512 | $1,866-72.6% | $2,690-81.0% | $2,756-81.4% |
| Participant deferral / active EE | $803 | $3,051-73.7% | $4,259-81.2% | $4,299-81.3% |
| Admin fee / account holder | $2,351 | $5,241-55.1% | $6,418-63.4% | $6,940-66.1% |