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 | $39,837 | $53,841-26.0% | $75,731-47.4% | $85,851-53.6% |
| Participation rate | 43.2% | 69.0%-25.9pp | 74.8%-31.6pp | 69.3%-26.1pp |
| Annual return | 15.12% | 24.54%-9.4pp | 104.65%-89.5pp | 318.63%-303.5pp |
| Employer contribution / active EE | $617 | $2,017-69.4% | $2,743-77.5% | $2,565-76.0% |
| Participant deferral / active EE | $660 | $2,895-77.2% | $3,820-82.7% | $3,952-83.3% |
| Admin fee / account holder | $5,798 | $3,340+73.6% | $3,620+60.2% | $6,261-7.4% |