Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,249 | $68,412+4.1% | $94,679-24.7% | $75,181-5.2% |
| Participation rate | 32.1% | 76.1%-44.0pp | 80.8%-48.8pp | 67.2%-35.1pp |
| Annual return | 16.68% | 616.91%-600.2pp | 156.75%-140.1pp | 160.69%-144.0pp |
| Employer contribution / active EE | $641 | $2,701-76.3% | $3,673-82.5% | $2,671-76.0% |
| Participant deferral / active EE | $2,160 | $6,537-67.0% | $7,417-70.9% | $4,126-47.6% |
| Admin fee / account holder | $1,590 | $5,326-70.1% | $7,233-78.0% | $5,650-71.9% |