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 | $44,690 | $208,088-78.5% | $186,193-76.0% | $154,746-71.1% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.1%-47.1pp | 80.7%-50.7pp |
| Annual return | 8.86% | 89.97%-81.1pp | 78.03%-69.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $509 | $4,340-88.3% | $3,918-87.0% | $4,379-88.4% |
| Participant deferral / active EE | $634 | $7,078-91.0% | $6,513-90.3% | $6,730-90.6% |
| Admin fee / account holder | $9,469 | $11,698-19.1% | $11,058-14.4% | $14,365-34.1% |