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 | $64,657 | $78,707-17.9% | $117,861-45.1% | $70,126-7.8% |
| Participation rate | 42.9% | 73.2%-30.3pp | 79.7%-36.8pp | 69.5%-26.7pp |
| Annual return | 14.48% | 23.30%-8.8pp | 335.11%-320.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $584 | $2,223-73.7% | $3,786-84.6% | $2,343-75.1% |
| Participant deferral / active EE | $1,086 | $3,297-67.1% | $4,482-75.8% | $3,332-67.4% |
| Admin fee / account holder | $1,011 | $5,066-80.0% | $8,021-87.4% | $4,645-78.2% |