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 | $65,054 | $79,223-17.9% | $102,460-36.5% | $74,478-12.7% |
| Participation rate | 36.3% | 74.8%-38.4pp | 76.5%-40.2pp | 67.2%-30.9pp |
| Annual return | 12.20% | 54.98%-42.8pp | 29.47%-17.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,063 | $4,417-53.3% | $5,056-59.2% | $4,350-52.6% |
| Admin fee / account holder | $2,029 | $2,003+1.3% | $9,460-78.6% | $1,946+4.3% |