Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,694 | $102,422-32.0% | $147,117-52.6% | $80,959-13.9% |
| Participation rate | 22.1% | 75.9%-53.8pp | 82.2%-60.1pp | 67.7%-45.6pp |
| Annual return | 18.57% | 135.16%-116.6pp | 420.54%-402.0pp | 35.67%-17.1pp |
| Employer contribution / active EE | $955 | $3,717-74.3% | $4,932-80.6% | $2,757-65.3% |
| Participant deferral / active EE | $2,310 | $6,652-65.3% | $8,065-71.4% | $4,300-46.3% |
| Admin fee / account holder | $7,731 | $7,953-2.8% | $12,993-40.5% | $6,925+11.6% |