Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,581 | $80,332-58.2% | $107,187-68.7% | $64,097-47.6% |
| Participation rate | 42.3% | 54.4%-12.1pp | 75.0%-32.7pp | 55.2%-12.9pp |
| Annual return | 78.01% | 24.26%+53.7pp | 204.55%-126.5pp | 34.64%+43.4pp |
| Employer contribution / active EE | $685 | $2,501-72.6% | $3,782-81.9% | $1,891-63.8% |
| Participant deferral / active EE | $1,162 | $3,109-62.6% | $5,096-77.2% | $3,080-62.3% |
| Admin fee / account holder | $1,706 | $4,314-60.5% | $9,162-81.4% | $3,454-50.6% |