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 | $49,462 | $99,957-50.5% | $149,730-67.0% | $73,493-32.7% |
| Participation rate | 67.0% | 75.7%-8.7pp | 82.5%-15.5pp | 70.7%-3.7pp |
| Annual return | 16.77% | 53.87%-37.1pp | 276.70%-259.9pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,722 | $3,191-46.0% | $4,645-62.9% | $2,270-24.1% |
| Participant deferral / active EE | $2,677 | $6,073-55.9% | $6,843-60.9% | $3,740-28.4% |
| Admin fee / account holder | $612 | $551+11.2% | $9,310-93.4% | $513+19.3% |