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 | $54,926 | $60,139-8.7% | $90,461-39.3% | $79,856-31.2% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | 13.10% | 71.96%-58.9pp | 1294.76%-1281.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $575 | $2,069-72.2% | $3,264-82.4% | $2,471-76.7% |
| Participant deferral / active EE | $628 | $2,939-78.6% | $3,964-84.2% | $3,741-83.2% |
| Admin fee / account holder | $2,048 | $3,978-48.5% | $5,617-63.5% | $5,306-61.4% |