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 | $26,910 | $73,397-63.3% | $178,014-84.9% | $74,546-63.9% |
| Participation rate | 29.2% | 66.6%-37.3pp | 77.1%-47.8pp | 67.2%-38.0pp |
| Annual return | 13.61% | 17.49%-3.9pp | 294.80%-281.2pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $713 | $2,217-67.8% | $3,950-81.9% | $2,624-72.8% |
| Participant deferral / active EE | $1,476 | $4,512-67.3% | $6,276-76.5% | $4,347-66.0% |
| Admin fee / account holder | $516 | $1,809-71.5% | $10,362-95.0% | $1,944-73.5% |