Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,084 | $102,422-73.6% | $147,117-81.6% | $80,959-66.5% |
| Participation rate | 38.0% | 75.9%-37.9pp | 82.2%-44.2pp | 67.7%-29.7pp |
| Annual return | 11.92% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $916 | $3,717-75.4% | $4,932-81.4% | $2,757-66.8% |
| Participant deferral / active EE | $1,452 | $6,652-78.2% | $8,065-82.0% | $4,300-66.2% |
| Admin fee / account holder | $4,151 | $7,953-47.8% | $12,993-68.0% | $6,925-40.1% |