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 | $47,456 | $78,636-39.7% | $105,607-55.1% | $74,459-36.3% |
| Participation rate | 25.6% | 72.8%-47.2pp | 75.3%-49.7pp | 67.2%-41.6pp |
| Annual return | 14.86% | 15.96%-1.1pp | 116.11%-101.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $918 | $2,523-63.6% | $3,167-71.0% | $2,626-65.1% |
| Participant deferral / active EE | $1,712 | $4,322-60.4% | $5,011-65.8% | $4,350-60.6% |
| Admin fee / account holder | $5,630 | $2,220+153.6% | $10,958-48.6% | $1,945+189.5% |