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 | $24,334 | $55,472-56.1% | $155,567-84.4% | $74,546-67.4% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | 12.05% | 268.72%-256.7pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $577 | $2,269-74.6% | $4,674-87.6% | $2,624-78.0% |
| Participant deferral / active EE | $624 | $2,838-78.0% | $5,628-88.9% | $4,347-85.6% |
| Admin fee / account holder | $1,311 | $1,743-24.8% | $15,916-91.8% | $1,944-32.6% |