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 | $38,619 | $75,959-49.2% | $154,114-74.9% | $64,181-39.8% |
| Participation rate | 28.8% | 70.4%-41.6pp | 83.0%-54.2pp | 69.6%-40.7pp |
| Annual return | 9.89% | 30.32%-20.4pp | 735.16%-725.3pp | 7.63%+2.3pp |
| Employer contribution / active EE | $964 | $3,350-71.2% | $5,298-81.8% | $2,381-59.5% |
| Participant deferral / active EE | $784 | $3,175-75.3% | $5,081-84.6% | $3,470-77.4% |
| Admin fee / account holder | $1,622 | $5,589-71.0% | $13,411-87.9% | $4,887-66.8% |