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 | $39,867 | $85,766-53.5% | $136,298-70.8% | $70,126-43.2% |
| Participation rate | 58.1% | 74.2%-16.1pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 14.60% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,073 | $2,966-63.8% | $4,696-77.1% | $2,343-54.2% |
| Participant deferral / active EE | $1,659 | $5,051-67.2% | $6,247-73.5% | $3,332-50.2% |
| Admin fee / account holder | $3,843 | $5,421-29.1% | $9,244-58.4% | $4,645-17.3% |