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 | $57,376 | $152,460-62.4% | $118,746-51.7% | $147,585-61.1% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.3%-35.4pp | 82.8%-40.0pp |
| Annual return | 16.90% | 17.41%-0.5pp | 24.54%-7.6pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,082 | $5,046-78.6% | $4,193-74.2% | $4,876-77.8% |
| Participant deferral / active EE | $1,290 | $6,212-79.2% | $5,332-75.8% | $5,439-76.3% |
| Admin fee / account holder | $2,883 | $16,953-83.0% | $10,720-73.1% | $10,886-73.5% |