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 | $51,281 | $54,674-6.2% | $76,089-32.6% | $74,429-31.1% |
| Participation rate | 16.5% | 60.3%-43.8pp | 69.1%-52.6pp | 67.2%-50.7pp |
| Annual return | 11.75% | 31.89%-20.1pp | 360.94%-349.2pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $396 | $1,781-77.7% | $2,690-85.3% | $2,625-84.9% |
| Participant deferral / active EE | $615 | $3,071-80.0% | $4,259-85.6% | $4,348-85.9% |
| Admin fee / account holder | $5,834 | $2,238+160.7% | $6,418-9.1% | $1,944+200.0% |