Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,063 | $89,370-73.1% | $141,197-83.0% | $72,976-67.0% |
| Participation rate | 43.3% | 75.1%-31.8pp | 82.5%-39.1pp | 69.5%-26.2pp |
| Annual return | 28.16% | 111.88%-83.7pp | 71.41%-43.2pp | 81.02%-52.9pp |
| Employer contribution / active EE | $3,333 | $3,115+7.0% | $4,736-29.6% | $2,440+36.6% |
| Participant deferral / active EE | $1,545 | $5,419-71.5% | $6,710-77.0% | $3,608-57.2% |
| Admin fee / account holder | $2,153 | $5,957-63.9% | $10,265-79.0% | $5,124-58.0% |