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 | $54,462 | $88,117-38.2% | $164,928-67.0% | $74,400-26.8% |
| Participation rate | 33.3% | 73.1%-39.8pp | 78.6%-45.3pp | 67.2%-33.9pp |
| Annual return | 13.81% | 17.27%-3.5pp | 70.08%-56.3pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $1,176 | $2,596-54.7% | $4,343-72.9% | $2,624-55.2% |
| Participant deferral / active EE | $2,183 | $4,501-51.5% | $6,034-63.8% | $4,348-49.8% |
| Admin fee / account holder | $8,452 | $2,230+279.0% | $12,684-33.4% | $1,944+334.9% |