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 | $22,842 | $85,171-73.2% | $172,753-86.8% | $72,976-68.7% |
| Participation rate | 26.9% | 70.1%-43.2pp | 82.6%-55.8pp | 69.5%-42.6pp |
| Annual return | 25.86% | 27.32%-1.5pp | 803.00%-777.1pp | 81.02%-55.2pp |
| Employer contribution / active EE | $565 | $3,324-83.0% | $5,144-89.0% | $2,440-76.9% |
| Participant deferral / active EE | $781 | $3,260-76.0% | $5,198-85.0% | $3,608-78.3% |
| Admin fee / account holder | $2,158 | $5,880-63.3% | $13,956-84.5% | $5,124-57.9% |