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 | $61,826 | $117,829-47.5% | $102,423-39.6% | $145,877-57.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 16.29% | 31.83%-15.5pp | 29.42%-13.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $898 | $3,615-75.1% | $3,023-70.3% | $4,663-80.7% |
| Participant deferral / active EE | $1,298 | $5,732-77.4% | $5,054-74.3% | $6,691-80.6% |
| Admin fee / account holder | $2,240 | $13,335-83.2% | $9,455-76.3% | $13,402-83.3% |