Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,033 | $73,787-1.0% | $98,716-26.0% | $82,448-11.4% |
| Participation rate | 21.4% | 61.4%-40.0pp | 69.3%-47.9pp | 68.1%-46.6pp |
| Annual return | 87.23% | 18.57%+68.7pp | 31.81%+55.4pp | 41.64%+45.6pp |
| Employer contribution / active EE | $388 | $1,511-74.3% | $2,279-83.0% | $2,551-84.8% |
| Participant deferral / active EE | $1,020 | $3,081-66.9% | $4,048-74.8% | $4,139-75.4% |
| Admin fee / account holder | $39,749 | $6,500+511.5% | $8,703+356.7% | $7,234+449.5% |