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 | $25,351 | $60,454-58.1% | $81,844-69.0% | $74,459-66.0% |
| Participation rate | 26.6% | 63.0%-36.3pp | 72.4%-45.8pp | 67.2%-40.6pp |
| Annual return | 15.45% | 16.87%-1.4pp | 778.87%-763.4pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $396 | $2,630-84.9% | $2,916-86.4% | $2,626-84.9% |
| Participant deferral / active EE | $670 | $3,398-80.3% | $4,323-84.5% | $4,350-84.6% |
| Admin fee / account holder | $1,001 | $1,490-32.8% | $7,355-86.4% | $1,945-48.5% |