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 | $50,339 | $91,559-45.0% | $133,978-62.4% | $79,856-37.0% |
| Participation rate | 55.3% | 73.3%-18.1pp | 79.8%-24.6pp | 69.6%-14.4pp |
| Annual return | 13.28% | 61.85%-48.6pp | 45.10%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $684 | $2,384-71.3% | $3,919-82.5% | $2,471-72.3% |
| Participant deferral / active EE | $1,468 | $3,734-60.7% | $5,047-70.9% | $3,741-60.7% |
| Admin fee / account holder | $4,302 | $6,321-31.9% | $8,930-51.8% | $5,306-18.9% |