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 | $58,485 | $78,425-25.4% | $95,956-39.0% | $79,858-26.8% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 12.41% | 19.37%-7.0pp | 91.63%-79.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $2,433 | $1,945+25.1% | $2,541-4.3% | $2,471-1.5% |
| Participant deferral / active EE | $1,215 | $3,440-64.7% | $4,167-70.8% | $3,740-67.5% |
| Admin fee / account holder | $6,682 | $5,622+18.9% | $6,797-1.7% | $5,306+25.9% |