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 | $47,269 | $45,900+3.0% | $94,057-49.7% | $64,340-26.5% |
| Participation rate | 12.2% | 50.6%-38.4pp | 73.3%-61.2pp | 55.2%-43.1pp |
| Annual return | 16.45% | 50.47%-34.0pp | 480.62%-464.2pp | 24.14%-7.7pp |
| Employer contribution / active EE | $298 | $1,612-81.5% | $2,933-89.8% | $1,862-84.0% |
| Participant deferral / active EE | $351 | $2,102-83.3% | $4,709-92.5% | $2,980-88.2% |
| Admin fee / account holder | $569 | $3,143-81.9% | $7,244-92.1% | $3,703-84.6% |