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 | $83,474 | $53,901+54.9% | $134,155-37.8% | $73,493+13.6% |
| Participation rate | 26.6% | 62.8%-36.2pp | 72.2%-45.6pp | 70.7%-44.1pp |
| Annual return | 75.79% | 15.82%+60.0pp | 36.34%+39.4pp | 28.51%+47.3pp |
| Employer contribution / active EE | $374 | $1,458-74.3% | $3,705-89.9% | $2,270-83.5% |
| Participant deferral / active EE | $715 | $2,739-73.9% | $3,500-79.6% | $3,740-80.9% |
| Admin fee / account holder | $49,406 | $581+8410.3% | $6,685+639.1% | $513+9529.3% |