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 | $50,318 | $79,209-36.5% | $102,434-50.9% | $74,459-32.4% |
| Participation rate | 16.9% | 74.8%-57.9pp | 76.5%-59.6pp | 67.2%-50.3pp |
| Annual return | 115.95% | 54.98%+61.0pp | 29.46%+86.5pp | 1369.70%-1253.8pp |
| Employer contribution / active EE | $1,169 | $2,362-50.5% | $3,023-61.3% | $2,626-55.5% |
| Participant deferral / active EE | $2,033 | $4,417-54.0% | $5,055-59.8% | $4,350-53.3% |
| Admin fee / account holder | $7,226 | $2,002+261.0% | $9,462-23.6% | $1,945+271.6% |