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 | $48,162 | $59,448-19.0% | $93,696-48.6% | $74,459-35.3% |
| Participation rate | 20.0% | 59.6%-39.6pp | 68.7%-48.7pp | 67.2%-47.2pp |
| Annual return | 16.34% | 82.11%-65.8pp | 133.74%-117.4pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $508 | $1,266-59.9% | $2,422-79.0% | $2,626-80.7% |
| Participant deferral / active EE | $1,190 | $3,052-61.0% | $4,417-73.1% | $4,350-72.6% |
| Admin fee / account holder | $3,112 | $3,027+2.8% | $8,287-62.4% | $1,945+60.0% |