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 | $35,191 | $103,392-66.0% | $87,104-59.6% | $152,897-77.0% |
| Participation rate | 39.1% | 79.4%-40.2pp | 76.9%-37.7pp | 82.5%-43.3pp |
| Annual return | 24.84% | 28.10%-3.3pp | 28.19%-3.4pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,050 | $3,221-67.4% | $2,521-58.4% | $4,764-78.0% |
| Participant deferral / active EE | $1,383 | $4,778-71.0% | $4,048-65.8% | $5,851-76.4% |
| Admin fee / account holder | $927 | $12,194-92.4% | $7,491-87.6% | $11,599-92.0% |