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 | $52,265 | $58,828-11.2% | $78,002-33.0% | $62,881-16.9% |
| Participation rate | 44.8% | 71.1%-26.2pp | 75.5%-30.7pp | 69.3%-24.5pp |
| Annual return | 5.77% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $665 | $1,672-60.2% | $2,470-73.1% | $2,281-70.9% |
| Participant deferral / active EE | $1,126 | $2,686-58.1% | $3,497-67.8% | $3,203-64.9% |
| Admin fee / account holder | $6,969 | $4,393+58.6% | $5,481+27.2% | $4,296+62.2% |