Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $45,560 | $156,398-70.9% | $147,318-69.1% | $138,895-67.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.14% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $911 | $4,853-81.2% | $4,593-80.2% | $4,194-78.3% |
| Participant deferral / active EE | $1,000 | $8,237-87.9% | $7,906-87.4% | $6,396-84.4% |
| Admin fee / account holder | $720 | $14,976-95.2% | $13,708-94.7% | $12,562-94.3% |