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 | $18,397 | $85,171-78.4% | $172,753-89.4% | $72,976-74.8% |
| Participation rate | 58.8% | 70.1%-11.2pp | 82.6%-23.8pp | 69.5%-10.7pp |
| Annual return | 31.21% | 27.32%+3.9pp | 803.00%-771.8pp | 81.02%-49.8pp |
| Employer contribution / active EE | $443 | $3,324-86.7% | $5,144-91.4% | $2,440-81.9% |
| Participant deferral / active EE | $698 | $3,260-78.6% | $5,198-86.6% | $3,608-80.7% |
| Admin fee / account holder | $365 | $5,880-93.8% | $13,956-97.4% | $5,124-92.9% |