Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,992 | $93,098-67.8% | $77,081-61.1% | $134,509-77.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.4pp | 81.2%-25.7pp |
| Annual return | 72.51% | 62.63%+9.9pp | 42.33%+30.2pp | 418.13%-345.6pp |
| Employer contribution / active EE | $2,309 | $3,419-32.5% | $2,813-17.9% | $4,741-51.3% |
| Participant deferral / active EE | $822 | $5,239-84.3% | $4,428-81.4% | $6,400-87.2% |
| Admin fee / account holder | $1,890 | $6,945-72.8% | $5,427-65.2% | $11,427-83.5% |