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 | $81,959 | $127,790-35.9% | $106,555-23.1% | $167,536-51.1% |
| Participation rate | 58.3% | 78.3%-19.9pp | 76.1%-17.8pp | 82.1%-23.8pp |
| Annual return | 14.27% | 33.88%-19.6pp | 26.80%-12.5pp | 478.82%-464.5pp |
| Employer contribution / active EE | $623 | $3,428-81.8% | $2,819-77.9% | $4,839-87.1% |
| Participant deferral / active EE | $1,298 | $5,088-74.5% | $4,399-70.5% | $6,342-79.5% |
| Admin fee / account holder | $4,345 | $11,229-61.3% | $7,408-41.3% | $12,315-64.7% |