Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,301 | $61,815-31.6% | $97,295-56.5% | $80,959-47.7% |
| Participation rate | 31.0% | 63.5%-32.5pp | 72.7%-41.7pp | 67.7%-36.7pp |
| Annual return | 16.71% | -558.73%+575.4pp | 75.62%-58.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $530 | $1,836-71.1% | $2,723-80.5% | $2,757-80.8% |
| Participant deferral / active EE | $693 | $3,027-77.1% | $4,264-83.8% | $4,300-83.9% |
| Admin fee / account holder | $1,246 | $5,166-75.9% | $5,646-77.9% | $6,925-82.0% |