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 | $72,504 | $103,392-29.9% | $87,104-16.8% | $152,897-52.6% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.9%-48.3pp | 82.5%-53.9pp |
| Annual return | 20.35% | 28.10%-7.7pp | 28.19%-7.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $731 | $3,221-77.3% | $2,521-71.0% | $4,764-84.7% |
| Participant deferral / active EE | $893 | $4,778-81.3% | $4,048-77.9% | $5,851-84.7% |
| Admin fee / account holder | $3,445 | $12,194-71.7% | $7,491-54.0% | $11,599-70.3% |