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 | $38,402 | $63,346-39.4% | $92,240-58.4% | $70,126-45.2% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 15.10% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $915 | $2,471-63.0% | $3,680-75.1% | $2,343-60.9% |
| Participant deferral / active EE | $1,072 | $2,854-62.4% | $3,897-72.5% | $3,332-67.8% |
| Admin fee / account holder | $526 | $3,841-86.3% | $5,194-89.9% | $4,645-88.7% |