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 | $37,575 | $98,760-62.0% | $149,715-74.9% | $79,858-52.9% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.5%-31.3pp | 69.6%-18.4pp |
| Annual return | 16.52% | 27.43%-10.9pp | 276.66%-260.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,425 | $3,217-55.7% | $4,645-69.3% | $2,471-42.3% |
| Participant deferral / active EE | $2,041 | $5,681-64.1% | $6,842-70.2% | $3,740-45.4% |
| Admin fee / account holder | $2,150 | $6,053-64.5% | $9,310-76.9% | $5,306-59.5% |