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 | $27,120 | $142,426-81.0% | $115,167-76.5% | $152,909-82.3% |
| Participation rate | 41.7% | 82.4%-40.7pp | 75.9%-34.2pp | 82.5%-40.8pp |
| Annual return | 26.12% | 41.48%-15.4pp | 35.60%-9.5pp | 345.46%-319.3pp |
| Employer contribution / active EE | $855 | $4,011-78.7% | $3,179-73.1% | $4,764-82.1% |
| Participant deferral / active EE | $1,032 | $5,165-80.0% | $4,169-75.3% | $5,851-82.4% |
| Admin fee / account holder | $475 | $8,464-94.4% | $7,089-93.3% | $11,601-95.9% |