Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,685 | $102,422-71.0% | $147,117-79.8% | $80,959-63.3% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.7%-39.7pp |
| Annual return | 33.78% | 135.16%-101.4pp | 420.54%-386.8pp | 35.67%-1.9pp |
| Employer contribution / active EE | $1,133 | $3,717-69.5% | $4,932-77.0% | $2,757-58.9% |
| Participant deferral / active EE | $1,973 | $6,652-70.3% | $8,065-75.5% | $4,300-54.1% |
| Admin fee / account holder | $4,297 | $7,953-46.0% | $12,993-66.9% | $6,925-37.9% |