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 | $61,618 | $102,422-39.8% | $147,117-58.1% | $80,959-23.9% |
| Participation rate | 44.6% | 75.9%-31.3pp | 82.2%-37.6pp | 67.7%-23.1pp |
| Annual return | 12.48% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,092 | $3,717-70.6% | $4,932-77.9% | $2,757-60.4% |
| Participant deferral / active EE | $1,658 | $6,652-75.1% | $8,065-79.4% | $4,300-61.4% |
| Admin fee / account holder | $4,229 | $7,953-46.8% | $12,993-67.4% | $6,925-38.9% |