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 | $43,380 | $55,446-21.8% | $155,574-72.1% | $74,429-41.7% |
| Participation rate | 36.3% | 61.9%-25.6pp | 78.2%-41.9pp | 67.2%-30.9pp |
| Annual return | 13.38% | 269.20%-255.8pp | 64.87%-51.5pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $490 | $2,266-78.4% | $4,676-89.5% | $2,625-81.3% |
| Participant deferral / active EE | $683 | $2,836-75.9% | $5,629-87.9% | $4,348-84.3% |
| Admin fee / account holder | $900 | $1,743-48.4% | $15,914-94.3% | $1,944-53.7% |