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 | $65,424 | $59,456+10.0% | $93,669-30.2% | $74,429-12.1% |
| Participation rate | 28.6% | 59.6%-31.1pp | 68.7%-40.2pp | 67.2%-38.6pp |
| Annual return | 11.04% | 82.00%-71.0pp | 133.59%-122.6pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $445 | $1,266-64.8% | $2,424-81.6% | $2,625-83.0% |
| Participant deferral / active EE | $1,316 | $3,052-56.9% | $4,416-70.2% | $4,348-69.7% |
| Admin fee / account holder | $5,157 | $3,026+70.4% | $8,291-37.8% | $1,944+165.2% |