Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,928 | $108,882-45.9% | $96,754-39.1% | $154,746-61.9% |
| Participation rate | 16.7% | 75.1%-58.4pp | 70.3%-53.6pp | 80.7%-64.0pp |
| Annual return | 21.67% | 98.39%-76.7pp | 82.04%-60.4pp | 172.34%-150.7pp |
| Employer contribution / active EE | $530 | $3,018-82.4% | $2,679-80.2% | $4,379-87.9% |
| Participant deferral / active EE | $1,003 | $5,323-81.2% | $4,758-78.9% | $6,730-85.1% |
| Admin fee / account holder | $478 | $10,200-95.3% | $8,905-94.6% | $14,365-96.7% |