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 | $55,591 | $102,393-45.7% | $147,041-62.2% | $80,911-31.3% |
| Participation rate | 61.2% | 75.9%-14.6pp | 82.2%-20.9pp | 67.6%-6.4pp |
| Annual return | 14.75% | 134.95%-120.2pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,348 | $3,715-63.7% | $4,935-72.7% | $2,756-51.1% |
| Participant deferral / active EE | $2,258 | $6,647-66.0% | $8,071-72.0% | $4,297-47.5% |
| Admin fee / account holder | $5,938 | $7,943-25.2% | $13,006-54.3% | $6,935-14.4% |