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 | $66,963 | $89,367-25.1% | $141,191-52.6% | $72,975-8.2% |
| Participation rate | 35.7% | 75.1%-39.4pp | 82.5%-46.8pp | 69.5%-33.8pp |
| Annual return | 31.15% | 111.87%-80.7pp | 71.41%-40.3pp | 81.01%-49.9pp |
| Employer contribution / active EE | $1,179 | $3,115-62.1% | $4,736-75.1% | $2,440-51.7% |
| Participant deferral / active EE | $1,810 | $5,419-66.6% | $6,710-73.0% | $3,608-49.8% |
| Admin fee / account holder | $1,050 | $5,957-82.4% | $10,264-89.8% | $5,124-79.5% |