Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,708 | $98,766-39.5% | $149,730-60.1% | $79,852-25.2% |
| Participation rate | 58.7% | 75.8%-17.1pp | 82.5%-23.8pp | 69.6%-10.9pp |
| Annual return | 32.13% | 27.43%+4.7pp | 276.70%-244.6pp | 31.72%+0.4pp |
| Employer contribution / active EE | $747 | $3,217-76.8% | $4,645-83.9% | $2,471-69.8% |
| Participant deferral / active EE | $1,785 | $5,681-68.6% | $6,843-73.9% | $3,740-52.3% |
| Admin fee / account holder | $3,988 | $6,052-34.1% | $9,310-57.2% | $5,306-24.8% |