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 | $40,460 | $102,429-60.5% | $147,096-72.5% | $80,925-50.0% |
| Participation rate | 32.1% | 75.9%-43.8pp | 82.2%-50.1pp | 67.7%-35.6pp |
| Annual return | 31.02% | 135.02%-104.0pp | 419.75%-388.7pp | 35.65%-4.6pp |
| Employer contribution / active EE | $1,371 | $3,716-63.1% | $4,936-72.2% | $2,756-50.2% |
| Participant deferral / active EE | $2,015 | $6,649-69.7% | $8,071-75.0% | $4,299-53.1% |
| Admin fee / account holder | $1,482 | $7,957-81.4% | $13,005-88.6% | $6,940-78.6% |