Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,439 | $106,008-60.9% | $92,240-55.1% | $147,586-71.9% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 10.91% | 50.05%-39.1pp | 176.29%-165.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $3,479 | $4,333-19.7% | $3,680-5.5% | $4,876-28.7% |
| Participant deferral / active EE | $238 | $4,478-94.7% | $3,897-93.9% | $5,439-95.6% |
| Admin fee / account holder | $1,484 | $6,333-76.6% | $5,194-71.4% | $10,886-86.4% |