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 | $53,941 | $105,210-48.7% | $159,487-66.2% | $85,851-37.2% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.8%-17.0pp | 69.3%-3.5pp |
| Annual return | 15.68% | 45.08%-29.4pp | 263.71%-248.0pp | 318.63%-303.0pp |
| Employer contribution / active EE | $1,752 | $3,319-47.2% | $4,831-63.7% | $2,565-31.7% |
| Participant deferral / active EE | $2,473 | $5,946-58.4% | $7,354-66.4% | $3,952-37.4% |
| Admin fee / account holder | $829 | $6,934-88.0% | $10,804-92.3% | $6,261-86.8% |