Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,020 | $223,823-83.5% | $211,142-82.5% | $154,746-76.1% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 18.99% | 50.39%-31.4pp | 46.84%-27.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,520 | $6,787-77.6% | $6,442-76.4% | $4,379-65.3% |
| Participant deferral / active EE | $1,520 | $9,750-84.4% | $9,284-83.6% | $6,730-77.4% |
| Admin fee / account holder | $675 | $19,707-96.6% | $19,076-96.5% | $14,365-95.3% |