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 | $39,448 | $117,829-66.5% | $102,423-61.5% | $145,877-73.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 11.27% | 31.83%-20.6pp | 29.42%-18.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,402 | $3,615-61.2% | $3,023-53.6% | $4,663-69.9% |
| Participant deferral / active EE | $1,762 | $5,732-69.3% | $5,054-65.1% | $6,691-73.7% |
| Admin fee / account holder | $2,290 | $13,335-82.8% | $9,455-75.8% | $13,402-82.9% |