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 | $120,548 | $101,653+18.6% | $147,080-18.0% | $74,459+61.9% |
| Participation rate | 25.6% | 75.6%-50.0pp | 82.2%-56.6pp | 67.2%-41.6pp |
| Annual return | 15.49% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $1,934 | $3,813-49.3% | $4,933-60.8% | $2,626-26.3% |
| Participant deferral / active EE | $2,301 | $7,304-68.5% | $8,066-71.5% | $4,350-47.1% |
| Admin fee / account holder | $46,999 | $1,752+2583.4% | $12,989+261.8% | $1,945+2316.7% |