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 | $36,825 | $102,393-64.0% | $147,041-75.0% | $80,911-54.5% |
| Participation rate | 31.3% | 75.9%-44.6pp | 82.2%-50.9pp | 67.6%-36.4pp |
| Annual return | 14.42% | 134.95%-120.5pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,059 | $3,715-71.5% | $4,935-78.5% | $2,756-61.6% |
| Participant deferral / active EE | $2,310 | $6,647-65.2% | $8,071-71.4% | $4,297-46.2% |
| Admin fee / account holder | $1,020 | $7,943-87.2% | $13,006-92.2% | $6,935-85.3% |