Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $56,627 | $80,781-29.9% | $102,437-44.7% | $74,478-24.0% |
| Participation rate | 34.6% | 65.7%-31.0pp | 74.5%-39.9pp | 67.2%-32.6pp |
| Annual return | 15.14% | 27.58%-12.4pp | 24.95%-9.8pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $920 | $3,160-70.9% | $3,871-76.2% | $2,626-65.0% |
| Participant deferral / active EE | $1,611 | $3,862-58.3% | $5,060-68.2% | $4,350-63.0% |
| Admin fee / account holder | $4,104 | $2,372+73.0% | $8,388-51.1% | $1,946+110.9% |