Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,445 | $111,830-79.0% | $93,696-75.0% | $145,884-83.9% |
| Participation rate | 23.1% | 74.2%-51.1pp | 68.7%-45.6pp | 80.3%-57.2pp |
| Annual return | 18.80% | 204.08%-185.3pp | 133.74%-114.9pp | 551.85%-533.1pp |
| Employer contribution / active EE | $698 | $3,093-77.4% | $2,422-71.2% | $4,662-85.0% |
| Participant deferral / active EE | $743 | $4,920-84.9% | $4,417-83.2% | $6,690-88.9% |
| Admin fee / account holder | $1,831 | $10,249-82.1% | $8,287-77.9% | $13,392-86.3% |