Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,453 | $114,119-63.7% | $107,187-61.3% | $138,895-70.2% |
| Participation rate | 39.1% | 78.1%-38.9pp | 75.0%-35.9pp | 79.9%-40.8pp |
| Annual return | 12.89% | 273.21%-260.3pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,002 | $4,059-75.3% | $3,782-73.5% | $4,194-76.1% |
| Participant deferral / active EE | $1,404 | $5,538-74.7% | $5,096-72.5% | $6,396-78.1% |
| Admin fee / account holder | $620 | $10,024-93.8% | $9,162-93.2% | $12,562-95.1% |