Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $51,815 | $111,535-53.5% | $105,223-50.8% | $137,256-62.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 19.55% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $940 | $3,939-76.1% | $3,689-74.5% | $4,156-77.4% |
| Participant deferral / active EE | $1,073 | $5,500-80.5% | $5,072-78.8% | $6,407-83.3% |
| Admin fee / account holder | $4,679 | $9,721-51.9% | $8,859-47.2% | $12,270-61.9% |