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 | $35,012 | $98,760-64.5% | $149,715-76.6% | $79,858-56.2% |
| Participation rate | 63.8% | 75.8%-11.9pp | 82.5%-18.6pp | 69.6%-5.8pp |
| Annual return | 14.60% | 27.43%-12.8pp | 276.66%-262.1pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,562 | $3,217-51.4% | $4,645-66.4% | $2,471-36.8% |
| Participant deferral / active EE | $1,917 | $5,681-66.3% | $6,842-72.0% | $3,740-48.7% |
| Admin fee / account holder | $2,076 | $6,053-65.7% | $9,310-77.7% | $5,306-60.9% |