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 | $29,120 | $83,369-65.1% | $105,223-72.3% | $67,986-57.2% |
| Participation rate | 18.9% | 56.3%-37.4pp | 75.0%-56.1pp | 57.2%-38.3pp |
| Annual return | 15.45% | 24.64%-9.2pp | 180.65%-165.2pp | 31.67%-16.2pp |
| Employer contribution / active EE | $786 | $2,541-69.0% | $3,689-78.7% | $2,019-61.0% |
| Participant deferral / active EE | $804 | $3,295-75.6% | $5,072-84.2% | $3,358-76.1% |
| Admin fee / account holder | $6,009 | $4,073+47.6% | $8,859-32.2% | $3,203+87.6% |