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 | $42,484 | $63,314-32.9% | $91,004-53.3% | $62,293-31.8% |
| Participation rate | 52.1% | 73.3%-21.2pp | 75.6%-23.5pp | 69.5%-17.4pp |
| Annual return | 58.27% | 21.00%+37.3pp | 4.60%+53.7pp | 28.90%+29.4pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,162 | $2,944-60.5% | $3,548-67.2% | $3,169-63.3% |
| Admin fee / account holder | $2,851 | $468+509.7% | $5,417-47.4% | $479+494.8% |