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 | $43,954 | $108,911-59.6% | $100,392-56.2% | $145,884-69.9% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 14.58% | 58.23%-43.7pp | 49.45%-34.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,145 | $4,420-74.1% | $3,941-70.9% | $4,662-75.4% |
| Participant deferral / active EE | $1,530 | $8,459-81.9% | $8,090-81.1% | $6,690-77.1% |
| Admin fee / account holder | $6,216 | $9,698-35.9% | $7,904-21.4% | $13,392-53.6% |