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 | $10,665 | $58,234-81.7% | $81,783-87.0% | $80,874-86.8% |
| Participation rate | 56.3% | 63.4%-7.2pp | 72.4%-16.1pp | 67.6%-11.4pp |
| Annual return | 13.81% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $599 | $2,341-74.4% | $2,913-79.4% | $2,756-78.3% |
| Participant deferral / active EE | $705 | $3,283-78.5% | $4,320-83.7% | $4,297-83.6% |
| Admin fee / account holder | $984 | $4,982-80.2% | $7,380-86.7% | $6,935-85.8% |