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 | $65,629 | $99,994-34.4% | $146,647-55.2% | $85,851-23.6% |
| Participation rate | 24.1% | 73.1%-48.9pp | 80.1%-55.9pp | 69.3%-45.2pp |
| Annual return | 30.66% | 18.93%+11.7pp | 22.75%+7.9pp | 318.63%-288.0pp |
| Employer contribution / active EE | $649 | $2,559-74.7% | $4,137-84.3% | $2,565-74.7% |
| Participant deferral / active EE | $885 | $4,006-77.9% | $5,506-83.9% | $3,952-77.6% |
| Admin fee / account holder | $623 | $7,703-91.9% | $10,281-93.9% | $6,261-90.1% |