Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,728 | $65,364-30.0% | $92,909-50.8% | $72,975-37.3% |
| Participation rate | 38.5% | 68.3%-29.9pp | 76.0%-37.5pp | 69.5%-31.0pp |
| Annual return | 67.85% | 42.11%+25.7pp | 109.44%-41.6pp | 81.01%-13.2pp |
| Employer contribution / active EE | $814 | $2,594-68.6% | $3,653-77.7% | $2,440-66.6% |
| Participant deferral / active EE | $1,073 | $3,128-65.7% | $4,238-74.7% | $3,608-70.3% |
| Admin fee / account holder | $3,074 | $4,251-27.7% | $5,795-47.0% | $5,124-40.0% |