Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $61,562 | $101,672-39.5% | $147,117-58.2% | $74,478-17.3% |
| Participation rate | 32.0% | 75.5%-43.5pp | 82.2%-50.1pp | 67.2%-35.2pp |
| Annual return | 13.85% | 8757.83%-8744.0pp | 420.54%-406.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $951 | $3,813-75.1% | $4,932-80.7% | $2,626-63.8% |
| Participant deferral / active EE | $1,795 | $7,305-75.4% | $8,065-77.7% | $4,350-58.7% |
| Admin fee / account holder | $4,077 | $1,753+132.5% | $12,993-68.6% | $1,946+109.5% |