Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,820 | $58,311-66.0% | $81,882-75.8% | $80,959-75.5% |
| Participation rate | 13.5% | 63.5%-50.0pp | 72.4%-58.9pp | 67.7%-54.2pp |
| Annual return | 11.20% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $590 | $2,347-74.9% | $2,916-79.8% | $2,757-78.6% |
| Participant deferral / active EE | $685 | $3,287-79.2% | $4,323-84.2% | $4,300-84.1% |
| Admin fee / account holder | $5,164 | $4,752+8.7% | $7,360-29.8% | $6,925-25.4% |