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 | $77,446 | $98,776-21.6% | $149,745-48.3% | $79,856-3.0% |
| Participation rate | 32.3% | 75.8%-43.5pp | 82.5%-50.2pp | 69.6%-37.3pp |
| Annual return | 12.66% | 27.38%-14.7pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,121 | $3,217-65.2% | $4,646-75.9% | $2,471-54.7% |
| Participant deferral / active EE | $2,373 | $5,681-58.2% | $6,843-65.3% | $3,741-36.6% |
| Admin fee / account holder | $1,399 | $6,053-76.9% | $9,312-85.0% | $5,306-73.6% |