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 | $77,110 | $78,636-1.9% | $105,607-27.0% | $74,459+3.6% |
| Participation rate | 20.0% | 72.8%-52.8pp | 75.3%-55.3pp | 67.2%-47.2pp |
| Annual return | 12.77% | 15.96%-3.2pp | 116.11%-103.3pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,362 | $2,523-46.0% | $3,167-57.0% | $2,626-48.1% |
| Participant deferral / active EE | $330 | $4,322-92.4% | $5,011-93.4% | $4,350-92.4% |
| Admin fee / account holder | $1,615 | $2,220-27.3% | $10,958-85.3% | $1,945-17.0% |