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 | $24,854 | $102,393-75.7% | $147,041-83.1% | $80,911-69.3% |
| Participation rate | 31.9% | 75.9%-44.0pp | 82.2%-50.3pp | 67.6%-35.8pp |
| Annual return | 14.25% | 134.95%-120.7pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $900 | $3,715-75.8% | $4,935-81.8% | $2,756-67.3% |
| Participant deferral / active EE | $1,724 | $6,647-74.1% | $8,071-78.6% | $4,297-59.9% |
| Admin fee / account holder | $762 | $7,943-90.4% | $13,006-94.1% | $6,935-89.0% |